diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index cc0a8b89ba0de4b57908cb63950bed93a34f8b42..2d4d7fa51e4917ba23d8805725cc16e1ac25cba8 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index e890996d3b8dcc4732a7d75a1f0022997ef5260d..b39321e71ee6eca315d9139c96f35fb62ebb81f1 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index 3e029fef3b22269e8a553fb0fdd223b15e91f41c..aec8fae8e7b56d0c5d104d5277578a691dc31764 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index 7f65886178eb38e377dcbf6f4bef51e420e8488c..f08445b53546fb17c6282ce975dc03aa5d6361a8 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 69b410b70e2d2007e4d35970e077e94b09f02c3e..1586c976d4aa077afe4cff6f7e5f18c4a21a6ae2 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index 893623b27ea9cf828cf7a4ccaee7ebc9dcd1d15e..4109974ac87d9a0b24dfc62566f80798966d7bbf 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 09352cced3a4be721e7dca851d7c8ada5fc7d394..d108a3e19f967ffc0677016a7a5962c6a4c7c6a7 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -911,19 +911,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -944,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,17 +990,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1069,7 +1069,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1078,7 +1078,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index 2ca6ce5c8a1dd4d2dfb4b0d682dd9b4b275ce218..cd02e7d4e5f13913cc4a353354abc1c9a6c3707d 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index 13a8dea7271ac4758b6161a2557ff76e585668ab..2d388b2ce8499851b17e27ad14c969a8b76bca15 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 48df186a6a456a440b9e892fd37b60e5420e765b..133c352c7a89fa30d673b21102ef52b29a053c40 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index 2f3c221cca35a16d3a1fef5f9b163ecb9b52f3cb..d84f0fe3ae3e225da3654ad21938939f18874861 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.76%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1681,7 +1681,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1703,7 +1703,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1721,15 +1721,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index e787c20878203a72d84c59d2585bf63679eb91d6..5e14138e7483d612d4ba97a6098673cc73dbc55e 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index de1777b8f96f4b290cbabe3354f35051e8e361c8..00a16e5afa972452dccbd013d216a4798c583b4c 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,7 +815,7 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 35.54, + "score": 33.54, "assumptions": {} }, { @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index 9e9ce72107f4b930c342b699b23b23389643602e..5050167d6be9633580e3a4bf535dd33c507c2626 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.61%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index ce07d1516901639cd7281018589b36ab80108051..29c896f50fd92f2cffcab9f1a1c6c8dda9449ca1 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index e92299afa17d0baa883b0f28ffe2dcda088e760c..61a338037d0f2f0c8341b617e4ff9c7cce02ee1d 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index d5e0b01a039508a5e1f26a81181ea1c7a885eb3a..273286c44b89bd7cc71d0281a4af199ada8adf2b 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index f21bd843a9408bf7a00a4ed70c0a48f3017f971f..7c5ef8481ec076629eb5b343f156d16abd1bfb36 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 24.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 27.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 24.99, + "grade": "dCR-BBB+", + "score": 27.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 25.64, + "grade": "dCR-BBB+", + "score": 28.11, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 8e34c7b33a982a49ca210afdf048e3ac629c2552..881c4b8ef3406c174aaec45bb9ff4e131a8d0d4a 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index 5eb030ed78cf1fbdff5531e20abf65b6b17f40d3..e846b558cd6e6ce30fa4bd13f85134fa5b404956 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 8.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index 179b1ec6ca419876af53926638a960e79f8974cb..9a834f2f36cfa8902a5d2635f40e773c1aea7999 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 92c65032a3b6efe550f93926a86d2fb341c35ea9..2f6cb59e59756a8d51104cc61b2115da450ce25b 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index d06433d704e16ebd9b0a071f66b1abada1492a62..d68991cd193bb3571a1b09640fbbeb2b2c583ba9 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index 1b976b1038ce24e7c7a9c42eb6cc4d14e7832865..c1a0e0f052dc63326e10f9b4427f34d3b97cd494 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index c663160cc856d7d8bb5ce2e4bbd1e86ce24899f3..a6a22aa7c9c1ccfe3d7d9ddb8a1cc23ba81f13a7 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8e9ba60f4cf9", + "target": "000390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index 5e55fa9f4ca53a97c53a7b6eaca888eb97151382..7717d923a2e827f3bdb0b7665e5ea987bfb2e57f 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index b1a47579d66a342d621f8c6fa3025d4cd8d6048b..42725ce310ff633350d5defcfb6e9fe5ef553a56 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 77799051d2f0773fa11ff7cc3d05be5f83284a4b..020154709c4ce551e29a675c7cfc7672d8ff5fce 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.36, + "grade": "dCR-BBB-", + "score": 28.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.37, + "grade": "dCR-BBB-", + "score": 28.96, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 7f868e6db9afe51ba7ddba490ff2176b3f254c41..576d1e6e71735abc74b404915a4de40a38499681 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index 62565b3f5e9cfaa9eaad36bf6a11c9c903cd0ca7..57bce9baeac31d6591e0ed556ca44591a80a6b6a 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index c60455838edfd66522cd45adefbe9188220ff2a1..b55ad1c7f81ff8487560f346cd87a11da14a4f1d 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index 387413c61f37a50f0a386571ad9c9b627513c4b6..22a8f6fbebbf8857e48d214cbc4c43b4f000b48b 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index 0d98e5b950aa4474c82df94232020684b879f70e..3ab557663657d16b1554cc0b214dac6f09ebb120 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index d3375d39d504208db2a26aa4d53aab3399b2637d..4eef9345b2f75c23c736f133590a775b9b89c4f8 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index 60c5622d337f5160b47618579eb809349547ba43..eafcbbba99a230e758e990a4f4034bcfc787aafd 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index aaa5fe0df6ac4a4194a99496dcda442b6757789d..4ea9e00a2a3fee06209c40e1c4c27eb2c9b8f94a 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index e9d11078c3646fc891551a622be55c0dea4f7ecd..8009a698397f513056476bea50550f905ad912db 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -478,13 +478,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -633,14 +633,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -806,7 +806,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -826,8 +826,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -848,8 +848,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -859,7 +859,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -884,7 +884,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -959,10 +959,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -982,7 +982,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index 41555db45812ac796fff04dc3b23147f9ac777d0..84e7f3589c19a6de84a7f67bd9353b0a4ed5996d 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index f157a7ae0998249eb318c6bba16e148e59d4fb77..40ca5ff5a478ff09cb00cc4cada2b37c30a59aad 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 3ba331aa50eaa9e2c56746538dbe6b43a31d02ee..32a89adb209674d93262785b2bef742962659396 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index 074ad95238ee990ecfef5f6457d2dfd630ee5240..0e77cd3715c45a93d3af139e168f08a50720d64a 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index 2fc5fae04e54b6f414a076024dcc947ecf2b9c62..98277558528ea92907dad0dbe83b18d723f7a059 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 7b5fc1303f1082173447db7baa1f2ae13e11078f..5bfd8d0a91838befc0d05c3203d5e7492ddb60a5 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 23a3eaa03c4738dea3143e38692ee7c9eca99f54..2d6be888b356142fd452f9930cc2252c19a001fd 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 7dbd5d205202fc5b54a7ccc19ec65b3d55eaff3b..7da05c059dfa478d437a9be56d2edba929d14281 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 745161060eef856f493ffc3dd1ee1ea99d6122ed..99d8ed6ad6aa4675b3d933b8ec5d8b9cfed1e877 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index 022f25d6c41e3ab5411d185994e1dee073d1c501..df3d3610132da332b953efba22dd0fcb2c8a8326 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 45358993f18bef39c985e503abf4e74c8851f834..2b3239061c60f1b22201e76097b950052e566be7 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index 7ea0ab6f00fe8df7370dc8e9f838d988097b7022..6a150df7afeab6e19229c08bffd4eb758a77f40c 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index e662b9f2746a6c5998c3bcc8f617634060b437d9..ad7f6f0d5bd02332ad091243e555254a952baae9 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index 91f9fb3d2dfdb011066d50e6ed993844ca70d75f..bf86c126ab444900b4ab12b492cc02d9fa082ab5 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 697459b7b94062e29063169e78e7023e1969349d..7f42138750276f4bf30c16e8d7a5ef0fe9ed90e2 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 10c82ec830dca4b02d920783382888db6e0e7047..ace3ad70fd8dfe31ceec4f09b195435bc201014e 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index e5cd7cef37453f32425a95f7162718440ce9be0b..f87245b8a9096e9ba283ef28c729168d8e8f21f7 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index 1f4e6545cc485ebb0fa29834dab41267ae23651a..355c56f09e0750ee4050e67a0c4f73af58460b1c 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e8c916b56e6a", + "target": "000950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.372 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 56af37c1bfd5857e98e8970b0473e48d9782274a..1da97239c298123f9d82d1c8efe5dc9dd94f6ce2 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index d39c52c9704abae4fc90b621ba16ef63930b18fe..52386766547db93329f35267bec72b6491fcf973 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index 08e47553e70ad2b17ab49b87e8ce8c67ab6e144a..252bcad7ef47239d89a8ee48e87f40840acbee00 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index ef84581f963fb2796efd08654bb5859433826f99..314442a09cc01d0f80b115b0ba5df10ac1e61307 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index 570af7e2b45e10b1be93389c6d56336d0abb2bb6..85d89d52506a2d88bfacf0750195d5e0d81e1a56 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index 420f1cd50deb84f08f9954efd8e787cded27ef13..dce741ebdda801e470bc72b389b508827e79379a 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 23.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 23.44, + "score": 21.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 24.34, + "score": 22.34, "assumptions": { "scenarioStress": "moderate" } @@ -911,11 +911,12 @@ "중대형기업 (매출 45조)", "캡티브금융 별도 D/EBITDA 1.4x (양호)", "시가총액 11조" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.79%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index 9bb010765ede6435664605aaf79694e210176b82..2eb342b677ceb06141b397bc6b089df1372f9f27 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index ce18e4f4622ad396e85417e6bbba6c3bc45dfd19..6ac2d98b4a8707473e0ddc5d9ba5fa6905dedf03 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index b9d6657be02132ffced60fc248f830f454ab75d5..5abeb8f78bfac40f2a1fa394a2a48e004faafb06 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 4df32f53b0f4858636645c3d2f45a1e8d033e246..2d03691e8386c9ea0d0aba670a0b4311a2ce9b45 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 61219efeabe45f127322cddb2a440e40ec5a8846..8b465cba82fa62fc1054f8bf76e9b1f76c8fd2a0 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index 1cb72cff6fd3ab2016c8d3d74f4665d1f0daedfa..d0e8b6ee57336bdeb9ad00214efb013bf900d661 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,7 +1400,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1422,7 +1422,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1440,15 +1440,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index daf9706b957abdc5ad632011bd3ceee5b53da4ad..bcaebd944f0d25ae3d367192fd29390086a893fd 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index 0fa00714c90b011eb4f83695d5752c5a0277486f..e9ea96f76a76567d8a1aca5ab78d9845b4ab372e 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 61aa828afb3fbe494e5b1616b9480ac5882a78e9..66dd18621d25b2db47fcd10bd5910971f3d2cfc1 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 3317304af834a79de4eac34aef95af937c0fc0da..1bf9eba2b2f5c2f3ad408fbc07a4897e7694c723 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index 70706d5591b2327ad9a012218e8877c9febcd0c3..287e5404d8f499f2c957e17eb8166176fcdde9dd 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,8 +1300,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 952f54c3acca332c8ae4dc4736196940aae5185c..89368447c3ebbab978b78721abbaea6bfe4311e4 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index b290b043462df3b6e00d335efc2d56dad02d49ed..f46be7c20cbbf4e6a0acc989c7a680b2d002f99d 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,7 +1062,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1342,12 +1342,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bd731f4b44bd", + "target": "001230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.578 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index 419782d4d0c10a364e68f11b41b9f2b39c43e521..ab41b8ffcc3a0c7051ac2f0b790faef333e0c166 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index ea3b91b9071f9d23ce887a31e4874a050fa6e9c3..aa9a5f8595bfd9876070c747166a8d094c70594e 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index f4be6ad2c82d8e1541b839ed5a25a16fe68764dc..ff93693599b5c03c15484c455f83d35e7f5ecc7b 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index ac2d9de65dadacc096b8694c0a06f1379557911a..0b853c3fd0998cef4d7e631077fdfc4b24a11f6e 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index cb879dfcff3bf4224d98540abeacaa816f72534d..1bb48aac29d940cca8a3d34fea310d7f82a10445 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index f705fe66930ac15ca61933a4c432d250b0d10c84..38794ab18fca62aee8835a13e8bcbe36c9575ab6 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9110.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9105.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,10 +1030,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index 02f325bc5fcd5eac2b7f3a86c546785090b83b03..feca085fbd417d0fdae6b23001eeb44e983c8312 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index 912cae31316c4ba26b62846b91afe3661a936cdd..e6217a65fe2345a66d0897657d6bc3aeb05591b5 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index 9674aeedeeb9e796145ce25cc6983fc5bab69109..cfc1f2d0685c67f83a1421ee2b23c956767cd4c3 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index d8c728b1488ac52b6e559b465a1ecb06e00a0615..59c9245907851e8782948411181c9605515f6d47 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 7588803e7395f0f0bb26da00c5de36afc303b558..3fbad12c29198c6fb1cfee6b0e54395b299876c1 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index b4a2503f9f7241a96299487da8ad9e49a7f55066..f9dbfe738460cd8540d1f042e3e8119da4dd759f 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index 3d4999484174f2d417e613c7525da5f514e8e853..4d1f87c0d7c0ec5754c69bca007f68a6775a9049 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index 538b10ad87bca998dc4f7975efa876e0bcdb43d4..f1d44187b60ad11a98b6956f063a410f983b137d 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index 39a32a4d0fba2ea355374a2cf06bc5eb52999af6..dcb18ed5c0bd9262ea0a802ec46ff48044104084 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index b37ccda8bea39205ec54e6772180f19e7904097f..fcafa4c73c5c6696c206ded19ed1fd0d591ef369 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,8 +1157,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index d9e6f98152abb586980c7fa3802ad7403a70ce27..52b9bcbcb2010cbfd6cbac51e849ff6501b021cd 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -621,8 +621,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -674,10 +674,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index f35f5654708522cb5c2e736879d1005d2b7d5642..87463a6ce5f2e18a6d2cd1a68838b1586ca15c92 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.31, + "score": 51.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.04, + "score": 52.5, "assumptions": { "scenarioStress": "moderate" } @@ -911,6 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 22.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 7a983b5363250c3e3d49da09fb947b9b14350ee0..f99cba343746a43f379aa89c1cd0c9c9fb0ee201 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 36.25, + "score": 34.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 37.01, + "grade": "dCR-BBB-", + "score": 34.76, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -935,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 32f303387289a3ea1085f048fe8220f22fed5928..91e9c5c5e6dd69408fff1cc55883ca2e4fc04dbb 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index efa780303bd018fb27c30c911d08765e4d73093c..5c1e99bb4916149df6a80cf2b6191bbe295d8db8 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index 736c43590558436f7087c381e93e6c34931e86e9..f572de152645b0acb3aff9a666eec50f70944306 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index 992b021ce50ea2870559da4e20fdcc527f51db00..59ebdebad792bd8c31a39ed805724f449256038c 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 8c07edddded7f08e2295bd6783ccf33531c70c5a..556a612927dc4cc8805b90359909bc362ee35c79 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 5235050f55a564efcb889c1608e83db888b03cd3..985225c1ddcb3a62f3f8159d660f5d6fc273af34 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 5ec47a3dedede5a881200980be8be16d757270f9..02cc6f79644fa8376b041c9da67813b058e8a8d9 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 1bed648305647000541ba8657fc24cb2112c6d53..28265e27cdd44ebd13f071cf76470162f283c19e 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index ed93300255e55b0057cdadc010da0daa3fccffd5..e1ee8ea334e5de4084b8636ec5949e8f389d7081 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 26.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 29.09, + "grade": "dCR-A-", + "score": 26.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 29.64, + "score": 27.39, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -913,7 +918,6 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.15%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1511,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index bcaf8578c9191984cc6e9eee6aec96de5745591e..a5be72ce10fc0b7fae993089fbeed9f54817599c 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 43b4c7c9c1a0c12630a854631089bc5d0cbc650b..7f989a9631047244e9ac7e559b28ec2c7c46e363 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index 632da846d3c1284fda89e721c0f7b5f6e0c035aa..01893c0299c4c8f9d0debe4c0d5591d6019749a7 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 144e8e02a70efa36660ce0e9e226b342e0f1c0a9..9863138d99dbc56ef40eeaf8c57e611bb07fb93b 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index a203e26fe80f2ce9a4b60023c7e80c37763ecd78..6f724f58ebeaea29f9de54a6d8ff6d5fb0f973dd 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index d084ff49362ffc53011c5c3fb96786919fa4ea39..c4085faa0a0b8c32ec97f8eba96fa25b732118c3 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 4cd1f1ee4b8b4f72fc7daa8feeb95b779fb2c159..ab67e18244467d45f933c8f0f5d0e8dde56b4aff 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index 934c78e29ee75b0f7b9ad336297b094c1a186a97..bc7e6e5a6817879a57fedfcd139ff79cdb71c753 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index 55490fff585f753bcf0898db3cb24e76c6a38683..15ac31361056b290ae3a8100e081f5ed2b9b9da0 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index 3a29a1bb7737dede9545d7f83710c0839417c2c7..b2c10d8b97a195047babcfce47afe02305926ff8 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index 2fa504c1d0e574c297f29c9270c967304f931482..65d9d2b0b5a0d3666484500e0a543a864c32de4c 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 494f3bafc93d3ab3fa1c4f46703375e4f8a8b735..93a284fe4d6a19a3fe7504b7e9bf857dfa84eb80 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index 35e2d257d19f35d26b46c5bf03ad6ab4324f1303..f5ab7a58a9f0650664f4641ec013bb4f9b92ec89 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index 9278bacf48831bc8cc9bb52e20ce89e46e602b23..d1765cea4dbe58f24f95a56462b6fba8c5e755e6 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 5455655610672baa51826ec70db126d416cfc1d0..8d5d4defbadb79aac47feb53d175a390a248e662 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index 58dbb8ccc4da88a5fdcb756e9e0030247066f753..bd41cbb7ae2ef928d939baf4410d41906d5c5a26 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 1aaeba0d70a8bf1d4833fa3c5f48491ceab26870..1e0ce6016748c73927e82fc7ce663f0e6456ed3f 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6184c67d6269", - "target": "002030", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index 7527c91b4c3da36b197e0e9b10a47925a70ab970..3678e368b7669f315822d5f15047cd8652ae90ff 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index b062d55568444c83c0b92591846e70be54c9e7fb..15f4e3180bc8db9082b95885e1feeaeca7ea8f57 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index 438af60b285de57106f42f3ae3130d9ce1b5d79e..bc949f4df0aa7d3c3ea0b7f28f7e30b72cbd9f78 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index 93f07efd226e64de4b8ac9fd52469c42341c91ea..2b327684b08b221a2dbaa0b768332d6963dc498a 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index e435105eac4379efd6f053f447b172a7e6004089..6e37a4b72289e56c83619257910598dd3a24b1b8 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index 39fb5573d3b7c196b3f73fa93da0075c4371c40f..c8d4c5379840d0044f791a9dafd65fb6d1542195 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 79320ab4c74b7ed08c758453cddd55642e5a272a..85cdda1523d185a96b0ef86d39c3fb06cc7bd9f6 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 40d6060e0c473fce81535b5b8d84e451561d3f6d..ef1517f6858f6b13f8bfec67f1f7502b945eee52 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index 5f4a135eac9f2b09b1d4101325b833599aafa28c..ee0d959fe344903668863c412efbaee5fb30f1b4 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index 21094c47465a1dfd731531201a62d68cd476fa5c..3664627cb3c5b02d0945d533d7d2755dbfe50b8d 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index 94978564e0f3e9e47e20cde289bb5036beace36a..a97b7e874c1eae8f7588af4e023af2eefc7a361c 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index 9998a3e872becec173bed99063de3bd2b7c54efa..ed7c3616b5dc90bde4e02f400f298612c6dbde9e 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index aeb6f3e0ce8074ed27c2b3a59646a9bc422edb5a..87a507f84c3c14100b78b2416cd03c8f664b3a83 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1570,7 +1570,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1592,7 +1592,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1610,8 +1610,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 0ce7e526e96ebd59bc0a3ca981f81af04da86dc1..d8dd094eea422b6f4d51cd4de67b5956a371fc6d 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 05c529df521db026739c2e2c34d5cd9912aa29dd..5c14ac842e065fa5bb60ab19cb439b5ef012a1f2 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,10 +1261,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index 8d36ebd23f6e6ad026d3e49961716bc3f25820f8..41b8b2a0615fdee564aeb085ee5a484afadc72a6 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index 01aa910c8ba7a55bb307b3430d1155a48b80d763..0414cb31bc83c8b7bc0a7e5d4ad896138a94ef75 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index 71198e38d2df2e6be5c4d4c5725f542027a0fda8..826e2b7d674befcaba9ab7b9710627e601f95625 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index ba39593d038def43393711a4d8349a9ea2eafe87..d12272d1e0ffbfcf8836cdc06371f40643efe712 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 9efd8784c476abd833fb99c42bbd14e16a0d31fb..7b587436713c2b04cea3eb0634e13f254973b1fe 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index 26dcd7e3ca52997b742138948f60bc74433ddaf9..9bff71a23d755b7d6cbc14a158f78144aac39c64 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 939a7c0056a08b7981d09509892bc65f11c1ae1a..a1a4b5ef20a6f3cd14ccacb39930724ccdef1925 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index 0e82f68eb43a6e0f731ffb76a2840d028f821264..b32a0392f48769344f5fb7d9eeff09c13afb668a 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,8 +1464,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index a987420dc91547fd43f82d8d112eb44a6cfd4932..f6785e4c3cc3ba1001cd1b36710b631238b10955 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index e915a39d43bcb2fb27c0da163faa130220eac6ef..021d52d76cea039ac541fdd78c04680344eedd38 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-02", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,7 +978,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-02", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-02", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-02", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index 62c99cbcf3ad9e6f62b978b7cc0952e56594a35c..db482296b3373e6275a9d7794176fadaf2ca3900 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index cabdd04e2abcab7192d326964c933574bf943dac..e21b34e31363a18f72981535a723406e294a5f75 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1875.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1629.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index 8ca63bac3d38aa5f2441d96ab9f78102f83b8122..813bbb0f2b2b2fa5be58150d5fccbba7ce3cde3b 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index 9129ecf0f41c74e09f846bbc5e54cd346876a622..527d9a85c1517ad337f65d9db2e68d29211b64a6 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 22603aef1100f3b0955b9ac4bc44f3aee12d82b6..7716b7f32da54f9334fc99e5f0851fdc38055822 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 16.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index 0704fba1d41051818b00c1a39c10564b02c11dd9..7f6c198b884962681a183d33f908de17e8e20d2c 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index a51b659cff7a78a67f27af0f8cf59d1d85732b21..a6401f4f756b43d16e58eef8df8697246ca97d2b 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index 6a68cd2211096874b1faa670d08bd319a6d6c883..a7645e77e341538fb80cc4168db197145d8ca32f 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index 4ee3399286df97d256214c13536a6c534a7f937a..3c23375b456be7a169dd3d3b7fdcd2cd233af7a3 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 836fc1cbfa21bee2362ddb037308a7a565152e13..59ccf1ebbd0c999d2f49f6b66c34a32ba7c63af9 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index a02953a6f14d07f62f89a1babb64f28b4d61f930..369fe2283b74b0476af89e194dfcf03f96d8f164 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 4050e2c5fa375edbecb368bc4ea3dc4c8850373c..0238fc35aa18bba7988d9bc2d72281f7f5a53c99 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index 487881086ebcef0ec609c939a2abcd30a6f9fc58..7c1f6611b7361cfd66db7662072409ca7e6c0636 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,7 +1600,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1622,7 +1622,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1640,8 +1640,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index 56f7ba3e4a2b5fa1c6b5b48e42b6758ee15acb20..98c826b1021d82f0bb71d2a8fa14b73d49f4017a 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 55d8aae7056730a3987d7eaffc62cf7e7fdc5cd7..5d5584811bea5f70ba7199714317aa0d099c67e4 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index e9ef308de39260912c7aa8f25563eeef70fad3d5..d790a97a190203be2615dc3f50f478238d587438 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 044d921b94f8431874da8eb3ab4acc4c4d44ef1c..2cdfd9901bf5e407379ae709cfa43c4fbe6dd889 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index fae077363be40d1a01751494f18139ee1ab25afd..e955ae697f965f433fc21f44758d3ddaed2b5ff3 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index 774c2a6a7d419164c86bdafd22aa19fbac545b87..0ff8ae2a9dc0292211d023c4e7293a23332051f0 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index bad84827a6bcdd6ea984ab63e291eb0a6912b674..c74680775ee03b1f17bdc06e69a4e79187c86638 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 4c6cc2f8e436d47a173e1e6b6a621cfb6d531b78..037f65830c9c1f8a5633d5f78b56ffcb74b115b0 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index 95193392c45d414d7250f2af2b116e80299a2fe3..e5292ea020d160bbc32e55a11e3b72cbd4b6e7e0 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 54e34091a8c8bb289b5309e67471bfb8d1b6f201..0e846ae7173406ed9f236a80e25f3830929f21ec 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9995.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index d6625e260c53713f3fdb0172099f1d59be85b009..f0255ef2b2566277931a92d77cea70d634c39385 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 076e1d1d77276756b0e482512c7178b3d9351b51..9f57637b0e6afd2476711b4e09d73e3b8d286e72 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index ef8ae75133a9679115c82d2d61cf8e77596a2d1b..abb4eaf22fd88405e1ffb499fe17ce9aae32098d 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 17.54, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 16.11, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 17.54, + "score": 16.11, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 18.88, + "score": 17.25, "assumptions": { "scenarioStress": "moderate" } @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 80c576f05d88c439cf585e09f7488d24198763fb..7d192cd5b62bad8481177767821839371bdfeeaa 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index c9e0384d0704f7a07f834f2a9f5482025f9220c4..95fe51a16df01c6ef94440986e818679c421a914 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index e46650555869c487ab9081d290a130f74854f754..816741abb2f3a01a4d127a177412dcfd36469047 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1119,13 +1119,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 779df38ea503a2c410881ac6cc9a32f11a44e844..296b27ac4ca492a0901b0e90f29d72658450ec38 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 8d24688ab67d9a9f970610b28f19fc8ffad39c55..765b85a72d91a1be9b394a78d3248ca941813de1 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index 9135acf35ef2a6153b9572042596bd47c0f6674c..a4ddc9762fe9089ed3fdd569e3e77b2be3751096 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,12 +1558,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:862e1e7188a7", + "target": "003230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index 612e18235e589a971077ce0d00bdebca520e52de..d17b849da14e7ab1acca300e34353c8a16caae7e 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index 9ccca49d211f16af240eccaa0aa651b590d692de..62b17e3c164c5da6a5e448268d4a676100057415 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,8 +1601,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index c5e0dddd64d883e16c480caf87c077c088324591..39553302a914d1e33550b8a6dce756e25d366f6d 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index d3d16696901ead0d977e4b19dd20490dd66f9f5e..54600010a15c80cfc70206376db0d1e635c20c8a 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,12 +1549,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f96f348db6df", + "target": "003310", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.504 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index 66e2299df67de813a2542f83bd232bdd91573228..e59ec5b1da09963ffdedaf5774304572d2ee3b3f 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index c558ae9ecd1c089760a3fbb68a169ef3cb98686b..8c1fe181862a4ad815baa8cc5929a747d24b752b 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index 48f00d443c6b5b10fb6db0748bc86254df6925af..f0d522328dbaa027bc41061bcbbc7055826f6e23 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index 13ae73f9c33cc763c391fc40905a97933e35d0d5..da8a9a8febe74e0a91eb90acb29b0e09ae23dbde 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 91ee19ac3872be081972c59d923a652dca899061..09171ec6dd5053f78146bfa6b0c8db7445b5f8d5 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index 85c740dcfa11e3628f0b1cadb927ca05747de63a..b999a3ea26b6d6792a0bcec645fbea51ebbc6343 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 77eff3b11050c112b1cf257ea0778ba4af86fed9..b106b200387de81905016173f7b06e39c674a3a2 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index e12474b3ef6c0f59b083fe25abe8e2bfe33671a5..920837ff85dac6aaac76c356b758ce9110d1addf 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1576,7 +1576,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1598,7 +1598,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1616,15 +1616,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index 2ec157143d5a8be9db7d6ea46562bd60c58f7f24..d8a1967fd6e20da49eea60631f7d2f1f6690389b 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index de6db7c82fd3f7a8a0aaf3b7b2efabb6ea5ec82f..40fed02fa4dc1d62b41681bc542e06dcfee85c32 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1571,88 +1571,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:808529f12a28", - "target": "003530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 0892f64cb53a50ba38f60fd0fdd940dddab2cf23..56b2242943b060d1b57fc32b4809977bcb57d00e 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1222,7 +1222,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1240,8 +1240,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 687acad621500ef629ec466aa7696d22db75c3d1..13c5ee74c3d155c1a80508d5b912997209a2ca1e 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index a16eead270d396bc2ae8cc29203270bc9a88d5aa..bfba809002b6b3cf4f47325682779f451b740253 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 6084e4f06ace5570cee93783454e90861cc05271..104310544d1806dbbd541a3319dede1a76d03c53 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index 820b493239f938fda5048b593ad404cb0c3bc795..8fd6a6f6c969ce1ce02ef2e716575e6ed55edcc8 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 46.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 46.74, + "score": 42.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 47.36, + "score": 43.57, "assumptions": { "scenarioStress": "moderate" } @@ -839,7 +839,6 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 11.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1027,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1180,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index ea373c8bf85a7e32179f9302313e1eca2aa9d378..40066ed18b640727d70f2014f1c808f8865f7388 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index db410624e0304374d50f61664cf27a378ae7fadb..6c5d69045cfc588439f17f76eaf0c4f8e2e09eab 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 5b2df2a01a9d89668e7ebdb5b2404fd9476d46e1..9edb24f602bee0d5a34cf7385b21577255d90401 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index 40cb73db45f1fe988dd7fb150edb5982e9fec4bd..083c6b0dbbda35c308a2b82918217c80be642690 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index 1db701ba3a2d239997dc22c60c26127aa971b194..4ffaa0e9f1f0bb01b9a4689dba018e69aaea0813 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index 04fa1ff97e76637d6aa0e6bd122b86e812f65924..2a796fbabfd8218598bf8e66e76677e7c018d7ce 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -869,13 +869,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index d6ff1ea4ecc10dd728ff9f5c774e8e8ecf4484a3..52e2d4610916ade338c76a6c479d5771428f2177 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index 8c8be3c9fabdf529200ce4c713e01851b6f073fd..b403798908950f56d27ce2290b612c1a840bafeb 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 32f85ae3539489d418153f0a4ab06b8dd9411df9..70d471a69422ac4c29f508803310272817ddf625 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index 657935b52c3218065b6e9d085616951a80bbbd33..9dd47f7563e15b5831dc336621e4a0da56420c59 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index 1d333ae11ccc8d23a14e9c8e94aca72c9c30ed2a..e57ba55631d600bfbb5bca92f3e470b05f39e8a8 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1014,10 +1014,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index c091167819666a85bfefe6484aad4b7755fb850b..238df6e9bdda2b178d97bdf9eeede6d540bfd3c5 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index 9138094ed8406ef268a5be0ec4f5006daa209769..00dd492d7bf6fea224ac7c1c4359d850f8e9665d 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index 36e8c9df9f62b40e857b4a38a7e7c73d4f1a30c9..f3d8b4d14afadec99d09babe01317fb76162eaaa 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 418194c9378d059457fc1c778aab05842c9fdd0a..3372f16a29b78d3cb506e23c1709ede8c782ba25 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index e41aa47f787bc4618ebff8889218b839d1220704..191daa7955037e43f85dd07693efd2361b3a160d 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 6c47f4a7c8ce790c35fcc2a6af889ddb2f71918a..24181a122c5dd72bf228cab2a2441030ae2a35db 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8ce3d0328b6b", - "target": "004020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.611 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index cd467975392f395bd43933dce113d1cd7108bfd8..98d5585907e91c228d22b639c135fb3ad678a03d 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index 00e59c66f9fd589ee1e5b008a7097efc4a5677c6..fc7e31b653cedcacdf3d4d7cd39e9a29080d5ac0 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index c447d2889c5e02026e4b578485d73f9ab21171de..7dd9ee00bcb406d163e9d1a597ab13b91ae72909 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ba33ef1a01fb", - "target": "004090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index b4291aa9629aa0800639f62f235d58b7fa693c03..f635466819607c0d8c6264d294cb7c14fa01d424 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index a436057d6344e7e8c2132dccecdfacd5008f2688..33a3f231be24d7b5d6081722f09d5bc3a4657af6 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index b86f89412ebdb880b19a4bdcf3fb4529a1d153b7..b7d734a921eb7fabcc9fb6ed3ce8b4b43b728ef7 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 199822e8f53bcbb3b48c563ed98d1fbb60f02fea..44ebace214d008220595ab152e965914b4b8b64a 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index 260f2412fd3605b9be10808d12cfc0fa29e05192..4e7f99adb7c841c4a90de0e27819b51102cac718 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index b6c6ae00cd9f23be9760c76e2774c509ad8aa232..d2a20e96d387c7260df8b9d4879f3c0bc8d8ce65 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index d17248d536eef27951c0b3bf6d4988f8ce3f6cd7..c7d18a95d90a0d6acc13aef1a4aa4afea6daa39c 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index 0e2133a380bf8b71af76bc7742b7eaab78d8d1e6..44e0c63fee596a4e225613be3cdaa247dbdccfbd 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index e36257c170efef0290d001411f6786bb135ea5f1..406752cb9bead937626bbe34a0a50729dece6c59 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:85cde6641bff", + "target": "004270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.535 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index 1c275c6cdc8131d7043a8569c736114fb3b51019..6212e9e6bd20931f1d85bc2145f92651fcc570f6 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 0723bbd278c83a2bc992bde12d6cde806210ba8c..898765dc6a87549fea10e8579ced77a3ddc99265 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,12 +1555,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:24b62eed779d", + "target": "004370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 3f0ad36d314263e3dbf9360c792295265f469180..4a4a816f3c1d969d90ca4e99d5a2b092b7f878d3 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index f789883c2dd9d6df8f61b135d97af4f896950c6b..8e25e8c33ba06e514b73c73299cc73a380a8d32b 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.42, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 50.04, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.42, + "grade": "dCR-B+", + "score": 50.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 47.28, + "grade": "dCR-B+", + "score": 50.86, "assumptions": { "scenarioStress": "moderate" } @@ -905,10 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1210,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index 9d830ec687e25366cc7a1a5cf67c48033953c40a..f624d44a8713fda6f4909bcb17f0366682968a5f 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index 170b0a73be0b156acb3b1896326fb75cc0a2ac7c..5bac3540384db32b15458f05727fce18c4bb2d19 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index 5af1685b62e2c91e341857088b294e4ebe8f00de..4cf8eb70ed668d86b5222e4be06e6dadf1b94a66 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index 28e53c68e567ffab11888898d797682fc363f8df..650b3623e31536a3d2ab72f4f405109ea8c59c9c 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 7966ad150fc13ff210d4ade44b9fd7f4f84d3f0a..b9c944307881748576f0aba17e91ee23d8cb9bec 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index a6a61060175be45ef66bbec1529dd7f8a669f782..9772e96237b50985a8cb70d52ccaaa1bec3bff5e 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 26.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index 8b7de3238c6f8716ff853ff649ec0278436d7b77..83736956e67f0027998ed5a14caafa4b4b99a8cf 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index 65abe6059d37268352488c25f57636c77ebed239..292cfbd6b69e298757ee988723304fd19b3f3f7a 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 3a3a888cbb0dcb95dd77d74505b368e04a78c567..455ea405e9eb546499d797b5377ee20c3486be2e 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 28bbf74bec58e5d000dae669aeacce7cd01f718b..3d9f25a9fb7c45e02c7c030c83531db934d8a509 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index d99eebf01505ac584f7daa57b0d5884295be56f4..441f1e5b3e66460afc41b46688e5cf41b603d619 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.17, + "score": 3.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.44, + "score": 3.44, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index 03c68e409fd51c694c3e648c000a0a6b2746a65d..b94e1bc771cea0fc771c7b097054718c82667dee 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index 8b42d26f8215e4b60aba9e9d4cd0ce033494d686..7c7713338b6839919f46ca8cfa4a5eb0518105a6 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index e926cbe5210d78a7e39ec395049e514a550feb21..82b5caac55033b3d5c4d18bbb623801306b21982 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index 0ae773a059c40047b1ac766c72e91c256f695735..faab88c1d6ea469d724ce89cfc7018da562b898d 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index c2a468b97eae6353c03fe859dc7cd396588063ef..1b85cf3e2466fe9a5d72e6318a687cb88e622a39 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index 013bff1436175d52a5d0284f07cfe9734ab19494..79041c22bd6ad70e3da43f543694fb171d664978 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 1bed63d3e3d104749132004933ad2d2b97773359..1a3b2268ca3abd4c588bb288f4ef505f26287936 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index 19a7a56e32e2f9d88fd81ee2ebb9dc78a0d0e636..b7ff76707323cace3b356df4f0e2322a80bf1930 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.23%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-17", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index ea51ad3b952677671728ac4c0fb406c5631fe050..948151df628a3bb89803cee6197593903f77d03d 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index ffd3371f157e06e77976bb39e9fbaa217cd2ec1a..e41a2a8c0c3031f8bf362fab77f67c83e848b92a 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 44.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 41.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 44.97, + "grade": "dCR-BB+", + "score": 41.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 45.57, + "grade": "dCR-BB+", + "score": 41.67, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,7 +915,6 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index 81c536ace7bac2ac124e646b47328995e37c0ff1..eff9e59136f7a288c8aebb06350a8dd3eba6cba9 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,7 +1124,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", @@ -1146,7 +1146,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1566,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1588,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,7 +1606,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index d6cf6844a7e540242865c4a3d42659c3e8a8e4b8..ea5fcbdf1dc2c9d5aae589ae7dac893f9449cc03 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index ba43234b1cee5a1f0eb0a9cfc8c92179cc43ccf6..45da50940efa55e75aa108d0dc1bab0eeb188a8d 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c648467b97cc", + "target": "004960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index e69a994509c5a3f17f1d1ddaf1ebe209ad1a4b22..dd02c7f62d7af7f47e29b42e680a94b51ce84f7c 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 6f3dfcb90d739508585101914b3890336a92183f..887ed8ac83fe6fa3e7998c1e6c8b85087d9755e6 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index d3631a63546702ed9ea9c00c08b9c3622a3e4b22..e23c99b1276b8fe77bbd6e91b84914a33d5169cf 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index cce53656710387c4df5ce13faa53e4391f50fcc3..ba2ae1fd7c5df37cf8cc99183a6bc6da2256bc3d 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,88 +1561,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:10ccffa0c173", - "target": "005010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.602 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index f6310e9d2b5a9071092066f7fa576ce767955ae0..7c33b086c3e72946a11dca0af4fc3066c823b971 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,10 +1180,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1198,10 +1198,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index 311d9acb2fb77b64784740cb83b6710394b1ce87..de052b6b0b51d9052fb6b2c5a15eb98eeab09831 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index a31a9401e0e18ff7f25b0dde307d1b213b244363..edb043aecc526f3c302eac98fd25652926d8dd50 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index 365b67bbb9e5a8a43abfcd31bc7065bd7002cbfe..c19882f711776942c27369d64af30655324db6b6 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index 72056ed4806d411d89e362233f4e36d8ebc43ca7..a31516882f01067f352be9fb1ca929825cd4aae0 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index a8617f31de760dfad6ba38c58a9d289bb3408565..88938f76f62a01055d032b3138efd5b2b828d627 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 4d15e538d477fff1313b94ded941dd8055d17c4b..46bb9b1ac50bc08b4db82dc8d88bcbefd1d5e173 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index 60f5bea383ae3f42b8430f3192bd7bdf6195c21a..d55e1da501c69ba3fa8597f9aca28dd3a9a444a5 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index 2554c75ae47f3de31fce74d081d07934d33f54db..4f949e89006073909f24dcdc303964233b520b5a 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index be795f930807c918de096a464bd80ebd18220092..419daa2bce332c1ab8dca15fce447babeb42f112 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index 2ecac46c7450335ac18d3ad79497deceebba2e4a..e06ab41a5ca446a4b8d94b33f3e14dbbf76e32ba 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 28.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 26.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 28.88, + "grade": "dCR-A-", + "score": 26.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 29.65, + "score": 27.4, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,7 +911,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -915,7 +920,6 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index a5befc7124e1fade2ea46268670e48e4f5acaf0d..fffa3e3be2abebbc504bf9b0280d168cf6fc96ed 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d9e37103cf68", + "target": "005320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.237 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index 92c2f26eb39bef00c8a15477088c3af0afbbbbd8..6f12dabea7c3be62469ae186ea0b600ee04a0316 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 22.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 24.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index c07c25f5deab26975059051cf6cf93caccad3b58..84d512807da0de839148c95f7dcae9c3278f2a70 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 110조 (시장 지위)" + "시가총액 107조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 811110fb54fa80b7084354398069eb922a556905..4cee9b3071ba952fd254da4d37802bf93c3d387a 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-09-29", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-09-29", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-09-29", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 2aa96d0b3e7c435dc82edda36c2683d17ba5a767..04c8fedc43f134a9edbca4698229bac3a5da698a 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index 959a2435c122b876cab2c946f020d50078b638df..1467d97bdfdb0bc27877818c4b4c8e0450b6908a 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fabbf1a866ee", - "target": "005430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.801 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index edf4828782035d7ae5f7da538e5f9ccf4bd8772b..47e4f030b6f88f1ef95b1dde19f6bc95c55568e0 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 3f5ffea725f6e387d05a123d406c19b41c0657e3..114816439d3b6c2ecbac6eb6d88f330cff23d867 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 83cb645170d6d9df316ca47159bfacbaf79c0a82..0c23bec0523bbe732b28ab4a96e2df7721ecaf33 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index 0803357f7d82e8f4d9d1f6ebe265117d44db174b..62d2449d906178f574dda78a5df1dedf1a791bc7 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index b8938e4b946bb1691a74c1bce7393126ffecf748..f6b6e32bc9d7f0cdef53c32d1a9460b9a80609e5 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index ce430374a548ac304fff54c588481264a45df9be..55da0bfb0a7b363d4fd3135db397afe6682d9330 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index a5cb48efce66a8103d9dd839ad1f527ad11a3401..4fda85d49bda750e25997b28ab217d6b4f2f848c 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index f4bac0ae77f59e0e380f647d2b41c7a639c90642..8f0b5890285a88599446ac53c75ffc98b8577a7d 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index 718fa99956d5226edf119a2799bff0b73fc7b8c4..dfbd08790ddc836e63df4ecedbba4068393a18f1 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.68, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.68, + "grade": "dCR-AA+", + "score": 4.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.71, + "grade": "dCR-AA+", + "score": 4.71, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 2a5be7c42c3b26d01dffc8cb32c839d2cc0b64fb..3afc1c692714df47aa44d4314dbb6ff8f57d2d5d 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index 57fd5abe2c3d18632cc1a5272d68b720f9ae9001..e4d9bc604ac734dcfba15076876700e875874cab 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.28%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 94764a22845e5f8ee978b9fcf1a4aeef306d514e..74fdfeeefc043bd96d713efcfb4e5ab577ae7150 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 8b87d6b07e2a25224fdc7cdf396f34e2ade07412..0f8667f92dd5538631045742652fa4f8e20eba38 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:eff185ef5803", + "target": "005750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index f07e0a7ad85a9397d096006bcb1d8c76e6434042..d8ab44728d5c2dfcd5a753275bdee9834917117e 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 9d7a72b3ad8e7679f6acf01fa433007de06ca696..096ec25d8c771855740780a162187f095147e894 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index f6a65ef7a06e9e9d0929c01a094619846aa694fe..8afe2049d58c8f4207f137723b0d4829985033c8 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index 28c77a883cbbb7ff95028c7cebdb43b20df85d50..09440f537ca0157c8868c7f22303023b988fef43 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index c50c9f126ceea01d0640edea6f190587a9748ee2..9137b1adf518a2e102262e149aa7d9ae3b803934 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,15 +1496,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index d9fe276b8239306d3ea53e8da363b9799b7b37cf..06d0996f300c8028db0bb3efbbc8ac03ec1890b1 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fb8e8602acf0", + "target": "005860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.338 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 8f97f8b0b359bddf7ab14d3706d22e207718fd90..59204216db36d934291a2868aae96d614726d5b1 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index d58703e2f8a7af3211d45c5da945382e5cf1065b..55dd13a8ea0c4ea5c65bbdcbf90cf692c02eca3f 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index 75a3c042a440607391b9efeb42a1daaf3884c56d..a663307be00ecbb6b3dfa39ff5e1bca797cf5903 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index bcb40b78ab5765c6955c13453d529002f10e5dbe..b7888e77ca4907b67d2c9829b1c8a4394608cd0f 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index 31956d1da47497191bd0745739e7d9ff7d000a7a..1aea6366f2fd959af3a022afae675fbe5ae9eed2 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 78577cb61165b38e0bd002836642070aa8ce8698..a4122e1590ff679c90464aa7a49a5e85d3a9120e 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index f85caffc0c736f2c7b408479d6a598b79ffb741d..8b707c1eb014b55696aaca2f6c85f4807c76baaa 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index ba22f30f8012a3cc9089c6e551f6d9a161688d3d..79d97981963e0085c1e56bcc1c292b37a2dde0eb 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,8 +1429,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index 55052cfdf4e2b80a707a2e81f3b40fecc219f895..f21e7aee8cd935a57e1a354fc59db3af0d30a246 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 12.75, + "grade": "dCR-A", + "score": 13.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.45, + "score": 14.41, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -913,10 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1217,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index 635a220660d4ee0bdd8563c5fe7f9d7f377f17e6..6bf0d0fc8366f5c2f6fd5589417b9f2ce6ff0b91 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 1a406a4c62921376714aa76af796b9927c90fad9..91b075084515df98d093089a247348e3160e1020 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index 8ab90fec86a6abc78d14ee787817fb8fdb8f90ed..ece8de274777df15c75f150194fd611d4aa47dc5 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index 396901a36c606b2a87cfd4c0f1ae351deed02e0c..e9c8d1560a99d9471d5237cf1d3232a50576b1bb 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index 792219ca8cc797316bd281c130269f64463f6fdc..138f0f67010627ba5cc3ac06af15d7902cd471b1 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index 93abe2d07c9f5e5721e0d2062ab446c660076efd..3aa16b6fba966970cfc3ded70d3b49e2f554bf72 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index 602c2be1ea7b3031bac4d12d33e7ee47eff46dc8..13ca19df763fdc6fe385283e85344ab22c50628f 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index 73a249accb7aade74123b77d8d543772acd68ef5..1301fbb2593ea04063cf7c34ef041ff7c0ccd7e2 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 28.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 28.09, + "score": 25.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 28.81, + "score": 26.48, "assumptions": { "scenarioStress": "moderate" } @@ -924,7 +924,8 @@ "캡티브금융 별도 D/EBITDA 2.0x (양호)", "CAPEX집약 OCF양수 (투자 사이클)", "시가총액 14조" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", @@ -944,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1117,7 +1118,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1159,8 +1160,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1195,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1251,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1270,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index e2286b0f93bdd24c2781af0e9d795f30c9d6b01e..45df9e01ecd47ba09d64f65187555d4e3e0404fa 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index a18c0f66572afb4c71cc6b486d8c5d886e7d58ef..297ff31830c9ebc69eaf558c7dc586548f10ac2a 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index ed97300f0c12d11d6f8ec675f52e8f54c2a80b63..25f915ab45339bf575b8ff663aba3eb6c33e5539 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index 591cb9515f826fcdeeacdcb1adcd9313f9f88ee8..fc351c3567c8ad1bc323d079bd85d4b5b26e1fe3 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index 4fda6075a5f59e408d6a8f029af00aaddb1e323d..976b9666605e47f0b28fefe99970b85da15148cc 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -886,19 +886,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1044,7 +1044,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1053,7 +1053,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,88 +1350,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c280bcfa0365", - "target": "006370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.704 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index 258629df0bf9c70e484e736ab21f6e75ce84fd86..dd12654d2dda4d07553c2141f03cba7e3adf5b46 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1144,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index dc48f517772ff34d6a450da9a7bffa1088c5d3ee..25000db87bf7765db5f766da7e29af79d37f69d9 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 59조 (시장 지위)" + "시가총액 57조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index c9bd1212905e7993320c8320a5fd8101b59c9139..254bdfe621d5464b1df50974f898ccaf1d6a0165 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 300.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 343.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index 15ac72b7e486f00a55ee19493a80fc807d0e5ae3..cb2247b074f2cec35c9fa3f29372aeb544ab8e89 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 16.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index 9cf2671cdaa56eb1b2344b34dc9b52b650348aab..d00a620a9ab37a4182ee4441a8c85cd40b42cbfa 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 0397c1d7fefb0749048dfc631c0427ee2fb9f500..aedb3cc9ae0265298e06b881c33fafe18206d5b7 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 032e435d989c6ea3dd78d12504a5bcf25165c398..469504aed4ae675d3ff95b379516500f16a39b49 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,12 +1596,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:17d001017d7a", + "target": "006650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.391 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index 05023246412751cc3c79ec6d3605ff6422a06c4b..3474e4c89b15b961a18448632f9865f4e1e23bcf 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index f5a1b7c2b554404453a5cf9c50806b9d5a11dbd6..b2f4f127c5e8b7ebcba920678278cb73d1ea1459 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index d8001ac0330ca048bd1e47d71868c101dd743002..fa17ea10d06d0b250bfdf8bb5ba3f8d1cb467ee5 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 5a211570b592bef5d52f8db2f4f67f8565bc24e5..ace35b7614552def5ab2a1bf68692c5ae3139183 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1283,7 +1283,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1301,15 +1301,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index 99f5e4884edd1a1669c4741c0344ab281c80c6ed..8822cf8cbaedbd97d41f96d0cf1e403ebd294e4a 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index 56c17590fa7b29fba451ad004b8b173c4ef5ef54..c097cadaf0db51cfa41f2ec000b9b1ba64021956 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1515,7 +1515,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1537,7 +1537,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1555,8 +1555,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 0fd0dcbe132de6436faf878f201e833c19edd15f..7bb5f5cbb0309c916d2b8177721674199a98d5cb 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 60e5bc56b38ece1e7369b27a3c398b7ca01e020f..f64f88276c12ea2676dde853d4aa757d759f80cd 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index 3080ab640c19b6bddf530d04d39599523089e35d..348d59d4e8da1d8c5a0dc2b46a6f63111100aacb 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index 3dc3399b2ea31c6b1ee5affc621002e90e70e97a..1f7fe18c84e9e246f8dd7059846f3d17e29b6198 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index 14fc288755e0596e477346e543f9677f26f8881c..d88cd5ce1c04bc0e4c8b2ccb2376e5137a630605 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index 683ebf041108cb54aa40624f159f5292940ac4c0..d02068acde66bd9cf279f3fadaac91464d174eff 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1517,7 +1517,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1557,8 +1557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index abbe4e723f13b6c064c0f4924fd3d62c5df14916..a72aa7bca5c5e64e5db5772bc0477c6facb10d9f 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index b842e8991319ea74bd83245f033cbc5740ae94ea..c4600f36e383efe73624f5fc1e0f9707cda871c2 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index 743ac2a9c32abdd6dde7aa5788a18c7d246a8339..2fe8dad19be5af7da127bd7ef24dfdacb3cac564 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index b69f7ce47d5c07e4b670012fd03abd05364e5589..e66a17a42b47386320649de50174342c9334e28a 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 5adc57e49991f8b795eccf4e3c39bb5f202730f3..b0351a9edb8a734557dabb1857b33597273ee0fc 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 489e4d45a37c255f1ff108f98c46897c3bc00554..04cd345c8b22b5da2b6fda44d288c1069a6204ef 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index 57a75f827a9b1cda422ea53ea347d972b86ae787..e39bf48f4ce1b374cd8fea201c6a1c0b402a645c 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index f5f15418affad1a1f402bb967da55855544c1c70..15fc4f543d6531a9461d6ce8b4776d07d716229d 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index ae2bd6d7894a8327ea3cfda483ff7f6c94e42373..ab1ce8dffcb8458bdb0f34031178d0a68ec50db3 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 3638220accc6e57ed8b4aff3352c29146bb4034e..3e6e42d56a72b11358a16100fdd39032fd9b79cc 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index c40eef596369453ad60459f9f7f65d7fbeabbc00..9c62a8d9a8521685cb13a4aaeb5621a811c58e13 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index 9a17414f6930c693234d5dfcc0ca8656b99b1110..a82203d421ab9e0f9626a868c5a425d2995527b4 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index 55b9961008eeac399be5b937cf25daa8d94cadf8..e9d3da9c76f4d98d30ebddff62a84e27e08fea3b 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index 8a1215820e0fe0371a0b3dba78cfc4a026f65e86..316fec9c2293acfdef2746ddbd5cce2f097f9a7e 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index 9855108954010fcd6d349a0aa184cfcce4294aaf..b117a916e72a971f8594ec4595089fdf3f461eff 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 5f4d4fd2978aec37620732c517ff46950c1889d8..8ca05c8533dd7b9d3634fd9c4c3d18013eedc97f 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index 6b79955df0e0ca1b02f3a9c630d615314f00cc65..d483c65ef1196512b90e77b26c3ba7d400cfe1e1 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index ef72679e39280745e14fd60b5fd183e5f24ef3d0..5e42435ca60558cf61a3cb4ef020863a7260c307 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 20.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 22.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index d9d4e0544566b8aefbe978e60ff1ffd683f81c9c..79e420355dc6c81e077c57e8af059b217580974d 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index fd73f641cd4a29ceda8dddaf6b74f6834a5963d7..8805db56ebf5b2d01d67785cffa7d8f2b7f0dce4 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index 48ab7de86e17f8221987d536740688c60a630a59..c0ceafedfe7106cf879fcdf61a670ca0389dd9fd 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index 819c355269faf97b26b376767a04b6f4be02a5ba..bbd697125bb4780ea5c7ce51384b43afc6b1c2ea 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index 75439790baecb26c8373ffdbd72bd5c9534a4a83..64b1b38473fe1b6d80f2fe547618bd0c30ce3b3f 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 4e12b4dd5600c841f3edf5fd2dc5599ba04dcbb1..6450c9ad52b48e230a5d3aa05b40244325ac3f0c 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,88 +1596,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bbce04726918", - "target": "007770", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.794 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index f774dcf8b21deae76818026844e809a08f2b56d5..fc6fb1d66e72ba142dd7282885508dfb82dbfc56 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 20.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 17.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 20.37, + "grade": "dCR-A", + "score": 17.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 21.23, + "score": 19.04, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -931,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1091,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1215,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1230,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1465,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:85ad801f7b64", - "target": "007810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index 30e8b3eedcdfa18be7a92f7402940046e1765b95..b051b75d2ec5341f07bf616899ae7f2b15b6c3f8 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index 41be95176ec97ebea5cd092fea22d8400b4d8e61..6b62aa6144cb3a33e16c98ce8242126b8a68a0c5 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 705df72c79c8e605136a113013c0963afc896c83..85bf148aa4d814fc49bf01d520ffb2416324570b 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1047,15 +1047,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,88 +1449,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4c77118a389e", - "target": "007980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.447 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index 6921ae9477a638b2351261e10ffece9ee2b32ec6..fcdf54c493975eb476f4351f15342c26f26f8a88 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index 54a6478eca4804d90bb409336f96399f79df89a4..b010c0f7d14fdf80d343c199e803b0e333383117 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index d6ef0107495f2ae1b4b6faaaa86aa2dee59fce3a..787309c78635fa80d5700f2fd95a36dc5ad6e517 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index a6ca54a8160db1ddc43a379f0175d0cdd497092d..6c189e9f37e56efbaac52acf130d22af3258530e 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index 14f4caf4f16c55685c18eac3418502896190a74a..48ea2e0db3e3ca51939263c8e1c359394800de52 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 10.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index e8161302f3dd1efe08dc3ae6ab05e3eee843154e..79011c74a1c421c00cb0d42e24b5d73f3efde11a 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 374a28e1943f176ac559fc7a7f7a1d2cfd4e728a..8ae3381ab3e3d2da8bf324e86ecd351f51778183 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index cefabac58f104229c8bdf0ee5afce5a502c9c7a1..171d2e888f2974ce26dad23ff91c9bdd1ef9b164 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 410c029ac42949171ecb7dcb651eee107814146f..95441a2f4c6731349d2c9387cd6dbe928a65dfb4 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index 02853763f4146df82fbb6110d94b30b15079b980..f0db3f0c54af0006f65cab10f395b3a5d2ddcc55 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index 41ede539ebaceaee0981e6239b15acc8a1b1ddbc..45267250789ee3238d6d92bad0f38381f8223947 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index 0e82710fe8af21e0a115353109757e70444c4e29..5af8c3616d5f98d2e07643973e5ea7639d0ef36c 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 2f84c16eeb01ca4d7701bb97c9a5a6980f67a157..151441c09de37273cc5a44607bb9f4a2592c9ed9 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 44938c40d165079a3e70bde59a315e0854a9c10b..2ea3754efdbf61e1e3e069f018bcfc09f3477037 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 40abac8c587d4f7d41b897f7890886f5f26032f5..3d79ca0941ab5c9a8c702ea7eae313b4dd0e2e1e 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.61, + "score": 35.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.04, + "grade": "dCR-BB", + "score": 37.29, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index c23ad670212e864fe432e81a83f49685fca2273f..bee621e7e2dfe20eab0bd6682644d327be2fb1ea 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 454dcd22be8da1f33f85262052638066d35946dd..0d541c2e2705611e733d5641a79ca7239dae592d 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index 5454919ba01d6b5c5f26874cbe067053f88097e8..ea1be3ff0701cd4a50175bc91ca6bf0d5650730a 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 655.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 600.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index 561c4d09bdb9b1a644e1679dc8eed0a205614c47..0b6502372808833848a2d7a09cfb895454384066 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index 9f4c52d4d6a5dca284cca67ae5e3dca13852d232..23eb41d8e4b53bc238cffe581068ff5b19429e18 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bf6fe1bd299d", - "target": "008700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.427 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index bf7c5ab8db69edded348147fe8074f398f0b7330..c79ed4a2b01e29b8a87da9217185105602c4ab6b 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 16.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 15.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index 7cf792a953ac799a490d891372d5326ac948dbca..273c57830e9b383f33e522d35a76e0d3f2eef996 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index fa70113d5fd8ae073fd703f051183803f19b5e06..6e4569cdc7f73152f41181f1a13bb75c122387b1 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index a3e650ccd57d2a5291879677a56fd5de74b1d95f..56743989c46050da3a4a8f5b329cd70f741e96af 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 25.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 24.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index c10d04fc1f2fdb1453c49cadeeb87e08366d6b27..e08ed579b8135580768d87f16c254a262be4a8a6 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index ffd3c779daed84378ba97b54c79516c34512bc1a..0baccba02dccc66ebcb1d603b0a29317de0ae63c 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index e666a4d632a2b5c78039351a8c27815db3c8f451..cddccc149fcca1c29192e8f3527eacdee48ec36c 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index 748c7bc89083bab2b42ad70995544fb5a803b0e8..129c09bfe662fe66a1f46c7da1727840d5e84586 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index c60249bf5ea32e7ff5452e647b0fc816e735f9d7..6711b88780bb411ca2e81e78c539e257d1c82262 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index 0b9a12b24f0198bcc9dace991d33800569ebce6a..fe1a2feea62f29c12add1e3b1d23b42e7db0455b 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index 380b6a46fd1a6a0df35353901e754b5697605ffe..43a488b9ae8b138c452c10c03ccfca12b81732ee 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index 153db0ae65a72bb448c82e7896b69df4381d6b90..1502dad0fac946ff345f99425aaff182373f3a2f 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,10 +1152,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index 8354e1aca959a1e6aba3d1f75835674b33caf9c5..53ebf288940203491b4dfc5dfd9c340ae7e514fb 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 3eb3257c2a5c7396e4b9b7887ca9284fe80e95f1..383aba1c2bd62a0b3b034c41a554277af3f23fee 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 128f41d8e039ce6e7f2789f239c9361b6c6af88d..1f9747c9db68e3fbf82ac39e01949897e30bd7f3 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.63, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.63, + "grade": "dCR-BBB", + "score": 22.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.41, + "grade": "dCR-BBB", + "score": 23.41, "assumptions": { "scenarioStress": "moderate" } @@ -905,10 +905,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index 1e48a79a5c24ad1453e61266d5a49d2b77551592..0756fe42ea3a97b06d282f4675f36618dce61255 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index c00b0461d310bba40ab6607334feafc7d524f87f..e6aaf653049c7972c9dce58e857e7dcc952e3667 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5f4d04a23202", + "target": "009200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index df069a5759b2ecf9594f9c2ad3ebf14c91987883..75859417467576e3f38672bf94addebdf3dbdb9e 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index 9e61e82736ac77ec8bea39caf67bd292efe19fe4..a445e5d84cc3240d4442c30f73a717d59a6a5374 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1502,88 +1502,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:baea86e5e84d", - "target": "009270", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.346 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index 6d35f08cd3d02cec031a4961ff416571e074b091..d049924b5b3a224be1db3822cf2eaebda9f85ba9 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index ff37bf4d21f70180ec5cee9fc88e7eb73433db96..b59ee35f115c5c89019e59c138ee142414f9602c 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index afafaa2521008259cb12e1b974c9c47107df4968..195cadce1e9dd29f65633421a22fcdf88dc06eca 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index db80ee521ec1fd80688d487adccdb27201b6b117..1b500c546226450bf4d7dab380b159bc9abec5cb 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index 145d6b6af432289a75a37f04d4f997858fd91829..bf96c28bfaf982143f9b43666c18c264f0c6df0d 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index 4c715f6b6f9cab684c4287ce8b4baa518df45661..c95dbb778787ec6bb6df0d553cdebce50b0a1e52 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index b1f7c1753d0c465bbadf85194dfe26f93c971f5d..f6857a71993ff5f168e3fa7f5c8e9862cf82c867 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index cc0290d2fc6dd1f11744683fa8d604424d74d89b..0decde8a789ce98985ff656d6d0336d5f6c7b2c6 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index 103005762fa8fc1aaf9afd0acf614c1c00672c46..d5975d0c22a538be17589c250867ae84fccdc3c6 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index 4f0914a6ebfa2b5d20580245bc27f520efd52674..2f6ffd8e484552186817a7a73bc38acaa22501c1 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 380a5433c54a80f74540b8ee57bdd1350b956785..b6bb6e2de274bc8c3573f7484455500f39912945 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 9a9dbefdcc5a76993d8a009b2987aa4ceb65fbb4..a3909f4926c12166302503031d20844b2eb94e9f 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index 48b9c3e99270834a2cd9168f12da739f26054f1c..cb423f3f9902fe355ccd36a3dcb68aa167189afd 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -745,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -791,7 +791,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -833,8 +833,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -925,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -944,10 +944,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +971,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +985,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +1009,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1269,7 +1269,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1287,8 +1287,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index 296fe564b35b5af028c7ab1a8bb2fea152b108b7..8b1b0ac9712f7de12f3636b06b85f2f1d4245a76 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 18.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 6138461fffd8358bfec326943390900cd6203e0b..65c1d96ac92e5871028edc576a92a02636e512dd 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index caff98e7beef0ff25e561bbd74728b2554432812..9401a12241aaf533a6c452004da9f14a04999a2f 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index e3459944bf79cda657430127dc4821eba01423a3..a2a18b2e4bee12a79b17ce885592659c804ce54f 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index be306584098b275c98f8538d392ec8abd52f8b83..a9058911ac25896b0b1f2dee9d7c72b15b5f49ad 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index 629c0153ff7f4a00c8a9c6bf11f3dc12bd12a79d..053552a79fa33504cf88a900f5c6eb631eb1ed3d 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 173.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 189.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index 0911cbd2e0f388f9e21462d72cd616806a740e86..9e368208d2334bc2f8a4812c5062f72fee120656 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index 234b04c5ac9900e91fc6c3854161df3d0bae1bf3..355419cfb63a7283923bd28234b220ad38aa8e9d 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index ca381aa8077845e7a3e47e7e2b63bf22602c8b99..e2d0c82f61e64fc0a89ee9c7c40181f5a782cbe8 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 5a018be2d10fcfd7c47cfce896ca33d16a88aebc..cc2f74ea55ba6b83880a1f9b7d4564c859113034 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 2d0f005e9da17de8c0ed79a8de241dd0ee41d802..d4640456f5c7148b6606294560b7f9437071f1ea 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 46.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 46.86, + "score": 45.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 47.79, + "score": 46.16, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 24ddf4870fb25fa72002e2d5670f295f5239b25e..68f23dad600d2712845605fc65251a55c99e6781 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 235e6d7bcf2bbb510f0ea73eee0ff7f3a64d31b8..22195af5f60992a9a2d808f545ee0e0c40ad1cbd 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 3ff062e45bfea05e4502f705a79227359df61eef..a6618b6f5371cccd50f6f176dbc673d60cbf0a1d 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index 765bd9018423712535963b8bfab65c4531abf342..ed2da34589f9cf99f6a090434563effa86a299d3 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index 5b6bae11729db243c59e4fe11315e6b11c3b1303..8f3f393120b4296294397c50cabd29e37116f062 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 101f4ecf09c9a7d3fd276582d7fd6bad5e1bf9c6..37ee26cb52a274c433a0c819a4516c09c99906d8 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index 8405cf6b5fc0454532bf87eddf56533c13353251..e8f303c9bad411ea0bc44d927288151beb04c5da 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index 03658f11e067047efb01ebaa6b9fe7bb7ac0083d..0ca93eb70348b858ff109791f4ce0152a6ce976c 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index b90c2d0c77fecaa1ede96140706a83e43d917739..5fc66e519f6f1cb9c848d791d1bac7daef4ed661 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index b7abb81cd59670c732ddb72d59b249f94efd652e..42cd00313319f2ee84818dc210cdad52c44dc99f 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,15 +1514,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index 06675c6c97e08214abd1bf6c2c8d8c7dd4b9fa67..d117db6c6a4bd22ad6238da15439c14240661ec3 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 29.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 26.79, + "grade": "dCR-BBB", + "score": 29.04, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 27.81, + "score": 30.06, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -919,6 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 99ce0ef1052b774cee0edb508771cc9bda680527..7484e2ed2ffa6cd11319b8d0cf1f849f32695478 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index 439b35d5c859242e5e3585565ca56c67eac991bc..8849316bc4e0e8c2b0883c9ef0e1b3447a5d92bf 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index ea5e0531967151fded2e90020e5c8fb856aa872b..14414fb9db70c5b384240aab63116c55abedae97 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index 967f7bf1f62db35d6a34c58866ca6933687394e4..29d26ca54291eaa007fc066d90b182f25af7a73d 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index cd1b336b315513e6e07b98e4c33652a63b262fb7..0608c4943ab2434c0cd7a2ee0466bd78156c6e96 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index ae45024bdbf0161fa895a8ae43e5ed688104cabd..24b3bae01ab4c8740731b773bdbcaef89364d604 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index acfecacb181b0fb5fa142beefb9a5ff79abd355f..fa7427a11dc3070a5b099e1b0bf5f2f0bd393d09 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index d17b4fae0884aadc7007c0f3978d3dcc8dd51a23..668a8b955dbce6ebeb84085b6a00d8065e0158a6 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 6439d6e9e4d79c61c319c36d72a01016d83b7c0c..8a99a49fef14f0ce866081c7f6ca8513bdd5e8eb 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 7d951e926820289b41003b6bc1e2a011d96644fb..7ab0149a1d658b8c5bcd547996323e06e0bcda57 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index ebed445dc1b1c50d0be29fbcfc4f8013afdfbe9b..b9b5de0a0fcc512b25682062ba9f46d43953b74a 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -781,7 +781,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -801,7 +801,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -822,7 +822,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -958,10 +958,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -976,10 +976,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -990,7 +990,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -998,7 +998,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index ec4fe2cce783a8761bcf510b84d607076d210f20..a905cc43e2c4ea41d456e1d07dc91a33215795e0 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index c65b3a63e2c38e0a763b5fbc728f8235affd0ef5..1f2a7235bcc039378b8f37c1e40bf14185c838c6 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.41, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.66, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.41, + "grade": "dCR-BBB-", + "score": 27.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.62, + "grade": "dCR-BBB-", + "score": 27.87, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 8c0c527c2998ac3f9ff8c67098f8b4b2aa1a54eb..a2f887bf8e2d50348c372c34c8415b73ab4a4f39 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index 964412c1e0514d6f8d4ace55c9f15ee257999a24..ee1e0a17079579927afb8bc2d1a68bddbe4ddbcb 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,10 +1289,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1307,10 +1307,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1361,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1685,7 +1685,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1707,7 +1707,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1725,15 +1725,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index fb405b3cc951cbd2551685c410252c3da8b0f268..7bfd468176e2675a3d762cb66f9b2e8e8a6ecff1 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index 2faa9e0ab3dec63ed8791b19ac54987538574373..d42cc96368ced6d8821297889a8bb716ecbd09ca 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index 537366128a48591dd1df7c071120d24811397c51..908c2013b1f45ce1e0e0d6d33da8a3bc356f07f8 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index 27d2e671c174d7797ee70de0a58f8d688ebe14ab..51f23e7ea2b9f2de183a9fb09ea50e9796f46b46 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:58d9389b2cac", + "target": "010960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.328 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index defdca244474a74849a5e6812d44c21f5ee97918..2fc084f872f1cc17c6bb7bbcfbc6da3d92ddfd71 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1729.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1723.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index 77fef734284f31bc97dbf6863c96e9aae4aa160f..8787549be07b857ae8b5d43b5d1f0dfdeec45713 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index f262770b36029c9c8ef5a83234c43d82c5e8e3cf..f449a80fc448f371c0750d499a0444f34c205768 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index 70589b0c72f16d6a65fe512686b71fc8cc34cd0c..d4877f1a88b24c3afeaddfe606eeff4e70b4607a 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index 89b9f5877e55c21dde90e71df6ad859a9b7103fb..7b714f6d115262fcc273d16501269e0650903e84 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index 007d92ef8c0dfd0f6e3278f67e5a0afd3af10903..223aef50f9b4fc15bc023b12dd642253a8c408ab 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index b489a0e2cfea31b2735e575a78eb380c5a731846..3d46bd03189a7ef9f4e9caf524d55b011a910855 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index b4f9e661b7fce1937a6c8bd04119841f9609b580..653f08ea1a8ceb76c73fcdc0c282a749d5e7cfe6 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index 41ad2fee810175300d9c768a3a484d18bcf371cd..83832b7d5eb371532b9d6806795e19e056b785a7 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index c8f161a4aff3c1fcb69d27b03e4214c7fdd8a0a1..b1cb9dfe2faea0b5ca3f6ec83cf787999864ae59 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 8cb0538b4df03cfb39d601463c773ae129369c55..652c37718b23a8df9b61768daf0abff66951d2ec 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 47.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 44.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 5f3760444364e701bebab1aeba843fced11ca980..21eb9f4cf98c3782401fcf6882fd1939e7be69ef 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index 0e662adaaa8d63b4c01fa6bb42a79eba070237ce..e14f97c543d8fe939b75806cabcc4ef4f45632b3 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.54, + "score": 41.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.34, + "grade": "dCR-BB", + "score": 41.87, "assumptions": { "scenarioStress": "moderate" } @@ -765,11 +765,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -841,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 29.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1016,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1029,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1107,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1182,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 4c6c3c005007ab9921251008e017c0f8f8bf4d58..593cd2a7fbefe09712dbeacdb0aef65a4fa05711 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index 3e640bc692863ef3a9dd3267b8142639925e2638..346823b9fedf9b832217137cbcf043ed4a954958 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index 5dc2d160b321a8b7d993693440006e9721f13394..7c1fcee91e2ce45b87845f124b3c5f03425ec0d0 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index 10b818db71e277206728e55669ba372489cde8d0..35adb89b3e4ac22df891088843f186ea9ba2986c 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 13.20%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index 82bd9bb58fae315d087f04e310b83f2e9a613f95..ed9add2108cfc2f108e2fbedf13de3f1123c16a3 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index c99dd1e782ed5e870d5e4aa06c7bf86c47d837d7..462d8044bab71c38bf7ce4a52eb91592b35d46d1 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index f66b6ffa2e60a38efbaa9b6602de9081728f2be4..d09329ea6b9e67121311910c6a4c9bbe0cda2109 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index 889d5d862668c41378add156ba8252c0f81fbcae..4ce1b83733adf26e522b309c28d26f6937551dcc 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index 13207b7c1e6bb1b9cf4850bb43e066936a9696a6..cf5c17b3f5f1008f3b767068f027228788976e2a 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index e7622f4ff669a4fa82dad3165aa38a0c1903bba4..b462ebb4e7992374c396ec93fe5a584480d0cb2b 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 09b2ce575231e9ca434f43c6d5607f464f448e1a..8bee5f153f7c90b40dc2e4bd2f86c07b1ac35c34 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 43c8dc46f3142afa7cfaf67af54c9061c63b57e2..4ef456d0d68a296910590b823292d8d5fae51345 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index 75988b8c44c2b34eb4c444acb60192c8c2d83402..c5ef912487811eb04b06862472153e897b5bce4d 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index d8348ac96e384e438f79936531971457a5ab2c19..31e124d20972eb93501eadf04b2ed41c0e95c755 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 84215672439bbd31f861385b08aa8516186a6147..2e76f87044a5edc40badced128c9a6bf1f4739e1 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index b79f0dcf1d1ef87f06a1c8a3dad89b336eefdf55..3656b2842eb24581e840af874057f63578363756 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 7b7d17dd7b2ba35a24a7d7063c14df154cb0dcca..c49cb2307dfc16272905943daf62a7cc5c3423ad 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 12.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 04537c531888665316cc150f8b656d9e2b9d6ba0..ea44f53543c8a12631e67a1d58d282aa7f83fbb6 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 854bd95e7c1b932646be9e8486cdd6af1a934e76..138d0f80c3b474ea909ba3293f0283ae7e5233f7 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index a99c257af5bde0db63aed37d45111de1d2e4b6b9..0e00e716035b9a3c994a8040dafa33f6ab5aa9c8 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 9837b168100b767f5a2853d2a5e1022c827f4f3c..57233e978ecda0168c9f1d4ec3c2cedddcdfab0b 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 12.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index f2c3139aac765fa2d2a9cf5a1bebc958e3274435..2bed442fa0b275d194daae37646ca96752db56bc 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index 69c63febe5b48e79d180ecd38ac2d6045f34cc61..dde56ba60855f2914620a8cd2960f17226b58b4f 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index 1eca69b6ba6c7119e5260fc33b338fad5d390865..de6584554869515ff519819112e295e466a52905 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index 6884c37f43a183c955902a4227c60504ca15c598..2fb208e77b282c3aebbcaf4358635442c634e588 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index 70ead7428f77469243ef5bdf28eff6d241960ab8..ce82ac68012561d693e94e6402b93c2aaffd82f8 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index f70a1e236a0807899f6bfe5dc003e6e658dd942c..5e2a1fbcb491a3df4f696ae88011eb825896e427 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 148.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 153.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 67794629d4aaa9bca18b0e67ddeda24011dae2ba..201293991eeac23665bf9978c275c78cac4d6f9d 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:459ed6547c29", + "target": "012450", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 7c7ce46cbf75fa56208bd94ff5a550ed7cdd3a6e..d593457a6b4f5e25142ff19bb711977ab3db650c 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index d1d39b0c6d5ea878dc424afe491abbcc864e5fe3..b150633a052b08d57759af19b34982c9ff3476d0 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index e0516842b38f2612280baf50d8ec31792fa02ad5..da91ba308c3d69580b7746987ecf3114ae016891 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 8052fd5efffd5190b15af09d84c7b9de659d1306..209f69dc7482b866c12c8fa5b5fe75784e8c8a3e 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1563,7 +1563,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1585,7 +1585,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1603,8 +1603,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index 69489422dc445918233d07bed4128718ff5bae38..2234d5b81dcf887831ed3a7f35500befb685cd78 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index 32a3b053e974e52418ffd667bfa2399af06b030a..baf0f6225c3f8fc7d3c2abe66613471fb8b9971c 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index eb3d275afd817bfa284d03c2c88ce4b29ebea87e..cd1bdf7359a1d0f75eea9575ef4cca6a234be33b 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 632e5544941fde1bdac00af36834e7f5d60ae6e3..37929beae15d0f33b1cd82ec078e8c3abaecbd9a 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index d5e565e619cbf48c22c3ecb2136a10486c0b496e..d568a199d6e27f5fdd4681be8377bb63d52f424c 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1160,8 +1160,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index e4473cd9797f537d5f91271a196c5d0184aee6dd..f9737689c187c9ae6bf310904d2c1866619a9281 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index fea3bb29ba11ec9d1dd81eea29a316df783c79af..e4b3aa58f38cca6b18b4101a266bec11bf223b89 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index 94c1d02e79edf281a6f94e4b94fc7598fe16aa53..ae4ca2ffc0ce962290737d123d064090ed61ba8d 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index 881f82db2887e59fb234219fa628e01c48c8f464..5a8fc8184fdcd474cfac8089dd5d11a71f64d93f 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index 85186733e71659ac15afda8ac41b696e020c8f13..5d2bde8d92daa17240e64042c9eff34e49c8865d 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index d9e3253510ec1287c6bd3f065de63ddce4b139a8..b510a70237ddd697a2c09236198f27a5bc9c3a1e 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 48f0e6aa2879e6e0c220acb6bc7c96329b8c94d8..00704dea686d4e07c2ec81f22f0a2601c6cc41f7 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index c28e231d85078ac2e190a2b74139439fc00d1bf8..464d0042af9dccef286d1243bdee822bc020f43b 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index b214c1cca976a2bf363473d32e46d58f8c9f1747..b32bf2a671aa41f8b24c762d0e648c6681d50584 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 00d94b29ae47bd83f827b701b07c3e81f588bf57..2ef683898bb4da639a0989be76e69aa5f80f08db 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index 4a07c838972615dd552d486825ca329e959bc382..8044d580e438ef7e94788c8794ee53b8aeb76205 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index 2bb6267bf4433b28cac9bcd9da3054bb17d76528..648a8e85dabcc8d180c127b3c07d01dd99c2201b 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 581ca1327dd73ebffc1c07d5079d1d5f56ba8aff..d560189238fa25d7ca27b284b923ebb3933bec7e 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index 5b9734e6958085b2e5b23b0c6374de8c9d5e7067..a5fea7e3629fcf6a071432599e1ad9bc8cb4dfd5 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index fe817c9ddfc89eab3b697fcdf64d2389b7adba4d..ebf1f28727f4c3f5f7e4aeab28ddea11040321ea 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 13.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index 772d32d7ccf8b862b837f030000ef4560489cecb..b8d0c91677a83b11534ebacd6c2b9abcae9464f8 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index cd35ca949529c5439aa6fd2786a10a729ba3fb42..e75b41b6a62b869d643b33dff0c2e93711e406e3 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,8 +1428,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 2acefde5f87fa391fcbb01833b61af28d8961e92..f9dfac13c0f0708452d17d73f12ed05f55942593 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index cf7a844406339a5bfa143ac4ba4aa2b311c97804..6a7b0e4eabae74c9fee14c88affda22926ee99dd 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index e9e66d826a20f78302c8a6c0159b51902b8ddd56..2702f6f09101cd24d7c2a653766d00cf8ebca666 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index a66c9662597e6daf09bb3829f135c9c573de5d2e..f27bdba095029749e0bcd272fecea36bf22c41dc 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5f7371e50f4e", - "target": "013720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.365 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 1a41b06d2f7433382359d361ccc237302e87dd2b..fd26f78d49d880175750695609a9efa93ad0ce32 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index fbc758511915531c6d5ae5518f15b44339c63c39..58af55cb15f2b51ed1a0a56c9359082eaa09beb0 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5287d9b78fe1", + "target": "013870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.805 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index b8d9ad2af88b1b446e1467f7c2c6b1ac2d6173c1..739093bc97ece981cd0dec263d262d48e2db5aac 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index acdb17ae160a2566a12e5a70472eb1f8aa5c0541..49f5f192f1907b47a742410bd1dc01b0cec9211d 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index 22907aa2eedd886e9521f8ccdb913ce8cfad20b9..6dbb8cb83c5b01644226e2c7fa3fac0f61bfe3a6 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 18f519f5caf3d741c608de594404458009cb89f0..d2e483b3b1aebd633608e3feff3d07279ea355f2 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index 34f7be5349b22188a07c7c210dfe8d7365fec113..3d5c06cfac5b79eebbc21c36722e024b89232466 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index b53d973a277709ecd1ed201b27f1da321a55e5d0..3c7873cfe7226770e82c2fe083d5accdad27b89c 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,8 +1642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 4adfb2a0a52e0727f4dc8b8221c2b2a4470d940c..b901213bbd6e7ac024de5bdf1782541ecee385ed 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index d85881511932c68b7691478aa1f7238d1fa4a335..5255e4351de4ffe9f5fb21cffd7d9c43423894c2 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:315270335a54", - "target": "014280", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index 49a1c83d3b08b694e6f749c3741caac69556d0ce..1f198cc361b8ad0fe1a44ddd0630ba70d220f348 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index 5369cb6510daaf91f12bc0aa9c6d3e7e6ebb8c87..1e0003f02edfb3592d13fcef21590ae8a329e6b9 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 14f00abb5a4d5be54c72079dc07684f44e6f2047..945a4a7fc1c0b2388b5d4560f0866b371a49643e 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6f248a555706", - "target": "014530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index d01cb255e0adda009b70529f212beacbd3b0eebe..50f279050a5b03a45f8fc657f6db03d05ee9ae95 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 39ad75e70eebc8acb7cf73c72ad3226358ded46c..0d6ebf511cf69336d2f583af5227e81a128d4777 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 4ced7b4bf5a45fb44dd8d38e3d9a111519868a6e..5c34177427fac06f808aafd009cd9eb7cec543a4 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index f4a5302e2b7c9d35b4be51902ea62866f73e30a1..948a3495aaaab43113fbf7b875dca7c54660485e 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 751c62b93b6a91876ce815703cc75d1b115f529b..74d6a443f844c143ca823ba101e774681ed7e77c 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index 45ac46aeafcd40d94c95018313bbed6aae9a79e7..ed8fd2951b2b3a0501e8b5e77937454d67610023 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index f871df90c0f7cf29c535b80f60493639a3bd025d..1f21c98f01d69eb90492b9cc70ff3f1d49e9db29 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index 18f644a8b1930ad80e05a88f51e38fa4e4db6869..43204808e804aadbfc3a646e2424567354627d84 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index 7a862a5a1a91b6066c3d3c0872a866a271fa574f..613bfd2ff34ac6948a1aff01200fb62d50e63d43 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index 072b68d51a5a1281d5d9c4dfaba8b834568df119..2486aa5aa4dd8a3612ac969337c161ee698ae1a2 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -761,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -806,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -844,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 1c2a27cfb415ba7d678751d6a465481e28860278..3a3c693e10b3c9ca02d337740bd17ebde27f8f0f 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -415,7 +415,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -448,8 +448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -459,7 +459,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -536,15 +536,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index 9045ec65e187dc77dd95d4aa7e56d6a796ab0f07..a0dd0018391a0e40784b598844595d266fd2dc1a 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:648d1cfafbe9", + "target": "014970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.619 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index 197d5ab4666b2ca04dd7f127d5d8e90fd8fdbde7..85846ed58012f03d833bf8174096d5d8b2f5c603 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index b5c5bfb88441cfa2f5f6925e33caf7f2798ca2cf..92a331d4aa6998d1a1b3601a3245ce9ff25e5981 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 936bac6537f63353ff23eaac4fa7be98d56d8182..ca4d44b5909efc5e376e5d0854cf35c96bf9b1a3 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index aa5f38908c00a361ce04f0a7a9503d206ba50ce2..59990d8071534a0c6be0915a442627b51c9c47f5 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index 7c25d9f5fd132586ab91d8e5d9f05aee681e6c5f..6a4aa4ecceeab867b18990d82cdb403dad5ea32c 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 62.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 66.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index d92741eb02eb00702609e7718060f786ecc92766..0571935919687f3e369458f5e64e253b58a7d7fb 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index cc57f10c7befdd2d4ff32a62cdb92c307d7060c9..3d87e716b3fd732dfe9e692ce7560470ab8bd2e8 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,8 +1671,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index ee38600754326efe2dcf8dbd33d604a11046bc01..bfda0cca70612684d02b44aea38e038799ebf9ee 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -372,8 +372,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -403,10 +403,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -416,7 +416,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,10 +539,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 2f88b846b5bf127ba4b12750f2a72ac3285d4382..9d25c6bec5aff482d2547754ee0291109361cc3a 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index b21f758152879a9d203ae6450ee2dad076424c3c..f1e7ea0ebca1bdf5d6697f5902436291889e70fe 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index a6179fab2bfc396002c65f1feddb27dac4a88620..32be1954bfb9d83476a0028680f800edd7b8ae36 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1591,12 +1591,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2fe64c339021", + "target": "015750", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.492 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index e9677d8f53ec74625653539d13f5378dee1c8a65..4810c2d786b9738adad14b61a23fcca9138cd9d2 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 26.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 26.04, + "score": 28.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 27.29, + "score": 30.05, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,15 +1560,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index dcc7dff5aad3e510651ec7020eb42717c42d40ce..90a56dd2395fc44f813a542ef81e4e376503b772 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index ec5713354379cef8ddd07a30bc98ca4471d71f4c..4f88d265f9c6c32fe4936573949b37ef50f76d7c 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index cba11c591a09517fdbbf5e9ba17d792ebbd807a2..1e94b119a0078d419537b804911382cd309a1b2f 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index 85352996112de2d8e322df7827f623fba9daf210..5fe70d5ebf0277fa9d2d3a348e8f7f5220ec5258 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 26.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 26.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/0161M0.json b/landing/lenses/0161M0.json new file mode 100644 index 0000000000000000000000000000000000000000..739d882cab063b0bdc2189d41b634b8c17841f4f --- /dev/null +++ b/landing/lenses/0161M0.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "0161M0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M" + } + ], + "noComposite": true +} diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index 7c91a3bdf68b2c6160baa1e4efb7ccddda6168d4..bd1c06d7503a522f27ad32114349094c57dc5c65 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index aec60add92e153ebc4a843e051fe7c7e734d03d4..d6a440342b7a80d2dad0b04c5c8e2d28dd0e4329 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,88 +1138,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:68239cc18aa3", - "target": "016360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.806 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index af7f141a37fc76566b5a3a744a087c987db12be9..0dfe0c0be8c0bbbaacfaf3fccfc503660607a470 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15f1f2079e75", - "target": "016380", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index 2c769a3c2ade67cc26a507154633cd8948f410a2..c882f5cc28aafa07bdae5cf64969c19e6577cf73 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index c231ff17fc8eb8060fa9274a646a8add6dd06dbf..82a5d11e68acc7303d28a4c0f1d3c18fcc4d27f3 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -304,146 +304,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "0164H0", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.25, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -454,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +333,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +360,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +378,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +392,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +400,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +416,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +432,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -750,7 +610,7 @@ }, "statusCounts": { "blocked": 2, - "partial": 2 + "partial": 1 }, "gaps": [ { @@ -857,25 +717,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -949,7 +793,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index af883ed8ce5ce7c9dcf597cda89302ca487126d8..9b192d224585cab7616dd53404195697b8666b6f 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,6 +610,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "016580", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 5.02, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 35.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.25, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 23.29, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.33, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/016580/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/016580/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/016580/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/016580/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/016580/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/016580/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.31, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/016580/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/016580/axes/현금흐름", + "status": "derived", + "detail": "위험점수 35.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/016580/axes/사업안정성", + "status": "derived", + "detail": "위험점수 23.29, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/016580/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 5.02, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 5.03, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.45, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.18, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.17, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.14, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.15, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.15, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.18, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 35점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,6 +1041,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "016580", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.85, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.09, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.85 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -766,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -793,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -807,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -815,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -831,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +1459,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -986,9 +1471,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1033,9 +1520,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1066,8 +1555,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index afa2ddfb5466fb6c858b8bb6e5a9b12131e8784e..f701a177d40c654387552a13af686623aa79b9a0 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index e7acdd52cdb36fbf793ca9a418fad10dce97d575..1671785a61195eb8e5dde42d97903ec583456677 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index b53d4635a75585bc4c092fcac9f0d4c932b4d69d..de73105ed03b25bd37a23edbd4174bcbda7bd673 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index 88f0bc31e893ca41cb1d053620956d0a3baee82d..0eb7252fbed001a8cfacc8e54b936add2135fcd3 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index d8357be522d2558042490a3df1a974f1afd09620..56a6a10c57fccee394f05cd92bb2c54ea0f967f9 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index bc494f61611bdc9071853c10b7b91e160ddd0614..e988df025febe9368110cdae2f968094c8973349 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index 7bab2f3b9ecb0bc6493ad7dca0139c461158dfda..b97e88eb682e791ec32c7de9bc6381fbf8c39755 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 0b22894b0219a1f4af5e963c6c532a83512f294c..e908318f5284e272d21ed30b1d307e8515c2d457 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 217ea976887753cff10051e1e8c1d12e38a94c95..697046aacd0274070f14ea3cfaea75edb28acd86 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index dd178fccf8f3d5089fe4d9162c37004a04dd487e..acce2e8afc2d15d0a4c23e361973687f3f9af64a 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index 78ef49826c314fae53082df03aa9b8e537c21274..4d0b23684c39b290f12bcbfadc44f5aa57fc2d34 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index f0c20ae00cd362f7ff8414824f8be0b095780bba..0a71ad2bf2c1eb8a536ec0cd84561f69e2278545 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index 34db352659a1743490fad6e5f863b14c9e3354dd..86a3f27cc760182847796b4ce953092057426f0a 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index dcab45e53d919438e3978800db4329ddad700997..331ac9104845a8c98386d746b06030e1dfba2072 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index b43d36b7c64e34d6ccda37ea209557d6f7d7455b..4027d1ed874f1dedcf8565f961f6ae85c801dcb5 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index ccf1b355b14db4be2378dd632db86554dc37a59a..156cb5a1e09082dbaed4aa73db4a3c7d2408cf3d 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index 3dae03b51841675865e6b933d737a36b732fff60..a2764d2d2a15823afee886af2bbf7eaed9ed50a2 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.53, + "score": 24.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.9, + "score": 26.06, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index 0a531d2291e1e0cd5dd0ce0690d73567919453ac..a6a6d832723b1d82ed1a6acd57f57e6c33120692 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,8 +1552,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index 6a3c99210d01f8d4db958cf4430e4c611de8a601..b2cddc82104f2872041afad94b0ed9891617743f 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index 5a39608a5cc24f054da2b1786d004dd8712c88e6..36a25f3f633577be41843a69087b7f3eb70b6a44 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 0f983bb325b6712d4d9dffa6547412487d8ede75..f6e5d612ed270e95b26a68b7e232efbacc98073c 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index e0d0376ae84ef8773488c5b31104ca8e8d59fc18..03d593d3abb6672f3c27c2f3346d60447f278c5f 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-17", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-17", "period": "2025", "status": "derived", @@ -1138,7 +1138,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,7 +1500,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-17", "period": "2025", "status": "observed", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index d7b051dd1fb6e1a2ece210cbbcaec19e6d33f23e..c0a65af8a5647d059cd8943103c41ff0af56876d 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,314 +609,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "017670", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.85, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 13.61, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 2.72, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 10.94, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 1.64, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017670/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017670/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017670/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/017670/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017670/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 7.47, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017670/axes/자본구조", - "status": "derived", - "detail": "위험점수 13.61, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017670/axes/유동성", - "status": "derived", - "detail": "위험점수 10.94, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017670/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017670/axes/사업안정성", - "status": "derived", - "detail": "위험점수 4.37, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/017670/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 7.85, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.25, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 7.58, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2025", - "score": 8.83, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2024", - "score": 9.55, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2023", - "score": 8.21, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2022", - "score": 8.51, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2021", - "score": 8.15, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2020", - "score": 7.28, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2019", - "score": 7.85, - "grade": "AA", - "pdEstimate": 0.02 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -927,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,186 +736,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "017670", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.25, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.17, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1234,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,7 +891,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1390,11 +902,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1439,11 +949,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1460,8 +968,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index fc775254c0c99271a93c1a648df575f47ca7159e..55f7a4a0eecbcc170bd11fb9f728b15772bc34ad 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -495,6 +495,94 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "017680", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": null, + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "blocked", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "blocked", + "score": 8.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -505,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -797,7 +885,7 @@ }, "statusCounts": { "partial": 2, - "blocked": 2 + "blocked": 3 }, "gaps": [ { @@ -927,9 +1015,32 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" }, { "id": "macro.company.sectorKey", @@ -989,7 +1100,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 72e246fd6d198750aa9ce6d77a29331b6f0b89d8..0d238e1d527d25ce8a98020743206a77559e578d 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index 7bd643e692f7ad47236935c1bf6da4ff20ecab46..1d4ef9f4d4d6c30496b0e96e67ea4fb119352c91 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 2cda1b1cf298dd48bc7fc00d80fbc4436e797c22..dd53ed94746f26dd88d8656c0eeeb5329a77daab 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 16.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 15.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1518,7 +1518,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1540,7 +1540,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1558,8 +1558,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index 3ea4464589988553d66fbedce467330b150cb56c..1815043e90125050749a0a6894be85b0ff635ee7 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index f3a550671dfba4d323594338b8b5d6da61deb6fd..8f82d6d74fd17dbacd61c5da2e568f7cdf9761dd 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index 03485d8d16fd78b6a248967b59f54fd98de17d47..dcb6746a142d3fbdb4f5de4ed434314f2c8e40de 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index fdc76357c4c11f4eca0b5bae1e1e0548cf1db064..d9d4dcce0b992b0829281f961804e17894a5f605 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +1137,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1489,7 +1489,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1511,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,8 +1529,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index 4a6ceae5463681ddd03e2a054e0822a34caada2d..8870ac3bb68011c3f10cea4740dca35b2d0c6c05 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 810834fe9907751f3c616d1a20c4efd94c71b1ab..3aee6426c453897f12793542d721bb277ea12717 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 877a8da470b39625cbddbf6e1cc5e7c798c1f477..463517241f2f217c5168119d3d28fd334defe79c 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index b824d6f2c240a9e67a90cc74c40773990204f28b..b28fcbe3523a6e6631a3b9f677f22905b74d8c76 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index ee66a4e4aa1ce894c65e469183e6ae9ee74cfe7c..fae671f4df8d7b2e72aea7de2d716e7d5508760f 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index 7960d5a25bd4b6266a48e5d5e293e73234e3d9ab..88ee3175750f1bedd12fe733f7cdd0fabc9700ac 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index 9feb816e9c40cffea5ff1f9cf56c0d1188314883..fb955993afc90a4b3b200e0189bf6498f7f3dcf0 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index d419db024d6dc7cb9671774b88383e5ef7b33238..f8907500b8e698e53b86765d2abf5bc9678f8edc 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index 1a9674e577004b0ee5baf90c1ca4ce33666345a3..a14ce2d7cfff1df8c19ec8daccc9066c9027b618 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index b146806783db3b990a364bc6a33ecf121de1b2cf..b80a691755708f2af164c6df302845a9a0cce2a7 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index a08639f3ea96abd146467faa79770f34fa88ac1b..e7ec3fa4fc54248e7ed358581851928169ab463c 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 4353769b3fc1a005bc8299743cb4dca604366a7a..2bfff23f1115770951d746e290e77d628a3ced1d 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -799,7 +799,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -865,7 +865,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index 975c3a6510afe1d4fb1cc9258a44a597f1af50fa..d6b2ca84357e33cd5d0927d5f958f4570d3012e1 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 116aaa504a9de50949fd215fd92497dd6ebf89b1..604a5e54f5a9c747f144c9f03caccf24976c77e7 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index 81c6f1b7ebb4f06d10d36c0fcb6932ff3fa8fa56..c35fae49da3a693d70274895fad93a9a6bdeccb0 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index d355d9b826b0f95751e8b1a9f46af2896e794a5b..d3452a617fd4489e8cf5ba6ffaa5305f695786b7 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,316 +609,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "019180", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 2.21, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.55, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 44.26, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.64, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 38.16, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.82, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019180/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019180/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019180/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019180/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019180/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 2.21, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019180/axes/자본구조", - "status": "derived", - "detail": "위험점수 14.17, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019180/axes/유동성", - "status": "derived", - "detail": "위험점수 44.26, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019180/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019180/axes/사업안정성", - "status": "derived", - "detail": "위험점수 38.16, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019180/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A-", - "score": 18.21, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.39, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 23.12, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2025", - "score": 11.98, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2024", - "score": 24.12, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2023", - "score": 23.01, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2022", - "score": 57.63, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2021", - "score": 51.38, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2020", - "score": 56.83, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 39.33, - "grade": "BB", - "pdEstimate": 1.5 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.08, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -929,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,186 +736,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "019180", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.285, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.25, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1236,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,7 +891,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1392,11 +902,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1441,11 +949,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1458,88 +964,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:007e44421229", - "target": "019180", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index 10d6ad3c01deb4a6a81c5d9c22f42f7746bffa18..83d129d493d347cec75bd23feb00f0dc9fa15042 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -607,6 +607,321 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "019210", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 30.99, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 28.86, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 4.33, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 46.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.97, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 41.27, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.19, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019210/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019210/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019210/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/019210/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019210/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 37.00, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019210/axes/자본구조", + "status": "derived", + "detail": "위험점수 46.50, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019210/axes/유동성", + "status": "derived", + "detail": "위험점수 41.27, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019210/axes/현금흐름", + "status": "derived", + "detail": "위험점수 28.86, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019210/axes/사업안정성", + "status": "derived", + "detail": "위험점수 28.93, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/019210/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 30.99, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 32.03, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 16.9, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2025", + "score": 35.53, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2024", + "score": 34.83, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2023", + "score": 34.66, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 34.29, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 24.91, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2020", + "score": 48.12, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 47.75, + "grade": "BB-", + "pdEstimate": 2.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "자본구조 축이 46점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -617,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -734,6 +1049,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "019210", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.455, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.14, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.455 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "underReaction" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "underReaction" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -744,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -763,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -889,7 +1384,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -900,9 +1395,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -947,9 +1444,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -962,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e027e57a6f7f", + "target": "019210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.455 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index cf7f076e9a7c65323f90e17b13c15452fe12d0dd..353f7111201c424760dfa424c3121cf4903cfe06 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index 03f35fb931d45489c65f63315db606b05ea823e8..b16ecc2e58781b264a48dae795136ace86fa6c44 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 272.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 294.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1057,16 +1057,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1380,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fcec8d3411d9", + "target": "019490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2025-11-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index cd1149e11430a1669814e1fe2b00763b965b41ba..92fb1f39d5793efa58a2b64a835cc28e4f552cb6 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index a9adac78798d1035ddde6c23b89ac0f62065c898..88a030a5711f11b606d05e8381846a168fdc5dcd 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 9946cde0902fd1557270dd948527f6dfd74e7244..847fb81e1a264df06a4e265ce6c86c4588164a96 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index d53790df8b46c226f6716a0f3419ce1598dbcfbe..a0039962c30cb64f821789825f9cbb34f258efcc 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index 837a97c142dbb6a98048b09c9e7db20e8bc3feb6..4746e3a138837fe0878c34b7014234334cce8cfe 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index 795618cad9f0376d21775d4c66408251179cb8c8..349207858799143e313432c41997dfe63d350910 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index f6012c5b5ec5cce1afbdaeb1f954e44b0304f4c3..36f6a6fa496458b502ae1039cfe030d37324f177 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d6915bdfe055", - "target": "019990", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index 0562b60c92efa65bf1d9dd1d14a3202cb434509d..72eec510587daa3ca5132d3f20da1064bd0b121b 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index 263cc6bbc6e283597bd98910ae055f06bb2e13f3..7a4c0d9547139a32cb6abd878fd9662d39a97772 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 90d77c42633b7f799e2361a06145d441ea09310c..396128ec55601ddb0a6149df84338d0ba8510f47 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 1e8bada6f4b4544c6cf86e8744d4dd0ee06faf88..23d465875627b6425c3092ea91cb2fbdb034e2a4 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index f4c3f6cc479b5874abc296c0e1df5be18fb733c5..fe7ed5120dcf80537997e81feda1811a2a0184f7 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index 6b568b7e07019d2145f6ce759d3ffddf03d0927a..f21c580802406ed38fbb934bbf25b9c9c028e2bd 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 21.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 23.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index 2a0b425d0bb1815a99413d8b5cf85780ecdc0f74..11c39fc3061295d2dcf92fcd8861b85e51ef2507 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index edabc05d9076c3da1144517242c1357d2dd19b90..dd903e3d37402a76c64dee6865e995e9ca9ae5f2 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index a929c626d8ddb470b89c187aaa20d24c0c69df1b..2217bdeec55bc5562a6e642445a16843c481c4bf 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index 911489a59c5d85bd5a5cd62be305c6f4ca97b05f..73b7b7c2cf78e4f1b24312094ab1755cfb18a94d 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index e0e1bdf9c6d37ccc866db5c67a426fa3e4e021f6..a6917df2123acde1057b16cd613e66ff5bb4ebcb 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index e42cbca7bc897e42da68daa702a164c3d8fd74a2..61507125e00bfc1394ea1705c87ae1737f85a611 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -922,7 +922,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index 2bd450b20f374c646ee243eacb1fbdd4be933874..d62dc4092f02e1f71bc061630212892e34267a83 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index a1f729bfb1d8feeb219556fab2ded7fb771fdf49..570dae7acd338487a4a71e14da55a846fc652b02 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -965,146 +965,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "021320", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1115,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1134,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1119,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "blocked": 1, "usable": 1 }, @@ -1342,25 +1202,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1378,7 +1222,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index 0670191c479fda8d9a3984bfcb5a3146f5093713..1b46d72c9266322a9eb6c86867f90e86d1605983 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,6 +612,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "021650", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A", + "summary": "dCR 위험점수 13.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 5.33, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.8, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 29.7, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.46, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 25.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 3.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/021650/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/021650/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/021650/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/021650/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/021650/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 13.43, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/021650/axes/자본구조", + "status": "derived", + "detail": "위험점수 5.33, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/021650/axes/유동성", + "status": "derived", + "detail": "위험점수 29.70, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/021650/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/021650/axes/사업안정성", + "status": "derived", + "detail": "위험점수 18.62, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/021650/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A", + "score": 13.79, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A", + "score": 14.84, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 10.58, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2025", + "score": 5.84, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 6.29, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2023", + "score": 8.43, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2022", + "score": 11.24, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2021", + "score": 10.26, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 12.3, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2019", + "score": 27.08, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.06, + "notchAdjustment": null, + "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -739,6 +1043,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "021650", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.452, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.12, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.452 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -768,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1378,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1389,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1438,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index c1debaad2603a08c63fddce792258e67603ba3f6..6b85051f7d2f49a52efc2cbfc47b4b69b4b787de 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,9 +20,9 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2018", "periods": [ "2018", @@ -32,7 +32,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -43,17 +44,18 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" + "period": "2026", + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -107,12 +109,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 9.49, + "value": 9.87, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,9 +135,9 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2018", "periods": [ "2018", @@ -145,7 +147,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -156,14 +159,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,9 +188,9 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2018", "periods": [ "2018", @@ -196,7 +200,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -207,16 +212,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/021820/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,9 +241,9 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2018", "periods": [ "2018", @@ -247,7 +253,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -258,14 +265,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,9 +294,9 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2018", "periods": [ "2018", @@ -298,7 +306,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -309,16 +318,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/021820/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +571,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 9.49, + "value": 9.87, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -601,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.58, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 4.84, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -640,16 +650,6 @@ "contribution": 0.0, "sourceRef": "axes.재무신뢰성" }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 31.73, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.17, - "sourceRef": "axes.사업안정성" - }, { "id": "axis.유동성", "label": "유동성", @@ -659,6 +659,16 @@ "weight": 15, "contribution": 4.5, "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 26.9, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.69, + "sourceRef": "axes.사업안정성" } ], "claims": [ @@ -669,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +783,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/021820/axes/사업안정성", "status": "derived", - "detail": "위험점수 31.73, 가중치 10%" + "detail": "위험점수 26.90, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -796,15 +806,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 5.58, + "grade": "dCR-AA+", + "score": 4.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 5.86, + "score": 5.12, "assumptions": { "scenarioStress": "moderate" } @@ -818,8 +828,13 @@ }, { "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -830,6 +845,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 0.2, + "grade": "AAA", + "pdEstimate": 0.0 + }, { "period": "2025", "score": 0.48, @@ -871,12 +892,6 @@ "score": 25.85, "grade": "BBB", "pdEstimate": 0.25 - }, - { - "period": "2018", - "score": 36.43, - "grade": "BB+", - "pdEstimate": 0.75 } ], "coverage": { @@ -887,10 +902,9 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.02, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ - "사업안정성 축이 32점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1098,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1231,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index a0310c036c55264d9e9e67d453b02e3c454f61bc..40cc372109ee754e2cb0c8f3887106cde5ad3d1a 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index e4de0eb3db3c7d219f0d8461bdbbfcee23a45f51..b5664b9f67ae86324acbf4ee0bf35572aa2adf13 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0220W0.json b/landing/lenses/0220W0.json new file mode 100644 index 0000000000000000000000000000000000000000..b87f81be97f0d6af74481d156cc731d6a1dc9304 --- /dev/null +++ b/landing/lenses/0220W0.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "0220W0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W" + } + ], + "noComposite": true +} diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 187012b41ea91630d2d1914f2c2e51fa02032c6b..d39fe4174ac23608a174e4f8c08b34cddc7c87dc 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index a4ef148997e30f05d51332410863128f5d57a772..7768a206d4673027908cf2679ad41785a4f11ba5 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 0c524916a8b329511acae253a1aaa60cf3511c25..d5d8829a7b05f9ae66939898166443b0f87e7706 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index 1c1fd85892f2f73827d9c7ad979b94cb13aea5c2..53b5c59569550f502dcfa71b67cf928e933ed573 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:985d8891a86c", - "target": "023150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.757 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index 8eed8fbb036f29688a46e5b0ab011745052fed8a..033950b88c055e91fd663abee7f3e55e17c01eb9 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 1e1cf9a36dfd9f16fe687e8aa7bab0199a038f98..bec9dbdec803b64c497c93b95fdb4642a7a25e91 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index d2cca7205acdadaf0a95bf2f928f78bf5b1a2b6d..fad09df211eb0e10b9551b8975d6af0e12ef950a 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index 874d7ef78a74239cb4a9e2384eb932db4ee943eb..880d6445664c4f09551a031a24645501fccdd869 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.94%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index 7b83e91b58e75f0bc3b5ada15f453f16164375ba..906867e1193c13c6fdb9db034ea4b9a370c03ff0 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index 3aa0ba7497e47171f4610de61547c0005cbd12f9..dffcf4e1cef4baac285bb9b56656a5195e9bf510 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 017b8d49ff1e2444cad78686eb06e158f7ae56fa..4b979a73decfb590537421eb88b5eac889f44e1d 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:304df9125de8", + "target": "023530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.535 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index 154f8fa1809cd0ba4d211a4d80f0ccc9bca80bed..c3ae6734acd0142e0392d7e97de491b401c4c400 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -949,14 +949,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1076,19 +1076,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1109,8 +1109,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,17 +1155,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1200,7 +1200,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,13 +1228,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1243,7 +1243,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1256,10 +1256,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1275,10 +1275,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index bf92fdba86cf019d1ff7db49710e147ff08d6a31..0fcc9aef87a08fb8403cd91576187d99d74e7828 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index 25ba641e2d9bcdade776336cfa09eece974a5ff1..3933ed6166a162996e1ecdabd4abdfe56184b24d 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index 5ee0c932340881a9f726c768bd95b010c5b29d60..3b2a647b1b1fb661ca840124f5d1afb3eb73a0f6 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 77b2d0af55043a0f77d16e4477070e19587617d4..0e4c9e681a09950fd8569e8acab06e62de73bd9f 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 98.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 92.72%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index a1af4fde2acbd4d61c796978c2b6e8e78ea1d59a..658e0a61459f8cf018c05af17a668e55745f67f8 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index 8632890e2d9d2201c5a755cff2852ffc153ae7f1..add9a00cd70993fef2d029910c6e3f17512c62fd 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,317 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "023810", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.40, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 10.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.5, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 47.31, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 9.46, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 46.55, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.98, - "sourceRef": "axes.유동성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/023810/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/023810/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/023810/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/023810/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/023810/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 41.09, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/023810/axes/자본구조", - "status": "derived", - "detail": "위험점수 47.31, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/023810/axes/유동성", - "status": "derived", - "detail": "위험점수 46.55, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/023810/axes/현금흐름", - "status": "derived", - "detail": "위험점수 10.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/023810/axes/사업안정성", - "status": "derived", - "detail": "위험점수 25.29, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/023810/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB", - "score": 41.4, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.5, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.자본구조" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 43.59, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2025", - "score": 39.94, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2024", - "score": 49.0, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2023", - "score": 33.29, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2022", - "score": 24.46, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2021", - "score": 29.2, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2020", - "score": 21.96, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2019", - "score": 52.65, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 1.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", - "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -932,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "023810", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.027, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.395, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.027 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1239,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1384,7 +893,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1395,11 +904,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1444,11 +951,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1465,8 +970,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index 9f2c76e892a03307f26a493727760433f76d3683..63f5a0e3e674ae9d107012697bf198ef06ace73e 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9b241790611a", + "target": "023900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.739 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index 1c517f4cb5005f1a82f52a2daed8550b81c563aa..ac9920e19c0c92a5b80cac733d7a51ab6fc94771 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,6 +610,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "023910", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AAA", + "summary": "dCR 위험점수 1.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.0, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.0, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 12.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 1.88, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 3.75, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 0.38, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023910/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023910/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023910/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/023910/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023910/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 0.00, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023910/axes/자본구조", + "status": "derived", + "detail": "위험점수 1.35, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023910/axes/유동성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023910/axes/현금흐름", + "status": "derived", + "detail": "위험점수 12.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023910/axes/사업안정성", + "status": "derived", + "detail": "위험점수 3.75, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/023910/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AAA", + "score": 1.68, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AAA", + "score": 1.75, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.56, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 0.21, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.23, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.25, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.55, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 1.27, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 1.91, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 3.4, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.0, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,6 +1040,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "023910", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -766,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,8 +1334,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -903,9 +1346,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1395,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,7 +1431,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index 672a5e1e9f94da9cfdec9a5b0de1181e1fed3e36..cbce58478e1c7e1901137cd89fcf78d55b803d6c 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b19a8a047ab", - "target": "023960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.218 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index a3131296cf8b3d7151441ea97feee11075d0961d..23f6bd51094af158e6475f31b503347015a29316 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index f04a8808cb23865f0ff59f34e385c188ae8da94e..ad31d4eab4e00d3bc71824c7212dfb8a8ee12f84 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index 9bb69c59213e12943399989cb112e08d26d8c439..e2321c45889e724f8bd3065f75266f3b074b60b2 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index 1c0d20c3074291e81af2087b8b7ca4165d9fcdef..2282a10f9407930f341936ddd162a4478aee52c4 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index 31cb748ff370e63c7dbe36c65186575dec00dc6e..11d1350e3ab15e62227fc895a44fff183ccd6b34 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 4fadab898263b3e15a7ccfbccd100f9d2d6c9b1c..9b70438e1ff839227d90b1d9a0940e18d5d20186 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index c6f60fdc7070ff43db1cca75745e2b84573baef8..214a14faf5e9d1767940bdb39ca677c173f8688b 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index 64f3db4dbf365ef09961b9ce021cea1a025c38f7..94fb2d9e3441f976a5d33818cc6e035fe251d102 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index 967c26c835f13404bbc25d3dded1027f36e38164..bf06947c00e5caaab07611f6fe7a243d40bbc18c 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index 503134d5628c6e966e1393150fe608c9d56916ef..48feac420baade834a3e6c86d94bf38f201e6574 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index e10e497b51e49729c5d42c05bc4b16964b2d80ac..075ff73d56d65db97c6e90872760d93d13df94ae 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index 5ebbff0ef40edef78cae2bfc134761263813ab6c..b7749917b265d949b4804a13f0d544e9ad7f922c 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index 78b0defaf709572cf82e2016d20b646957011909..30634012e224ddd400a176dd4050a6d2619f059a 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 6.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index e18584e90be30a400e229bf6a15cc543d5330fea..93b1d9720f10bb57625020a9ca08337bf2732017 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 25.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,12 +1508,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:92a756012b11", + "target": "024890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index 497472073f9516c9c18ce74807ea734b3b325778..d62c8f3b614b88812da9d91d966a1c5f56a47723 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.22, + "score": 27.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.25, + "score": 29.0, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index d6304cac0894221f6f9ad9f70b0b3cca92d08ce6..489091859eea552825f9a3485233f6dffe467b9c 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 95e2ef4ed5c0ef0291fce8dd9c051b96e25ade22..1a125afa933fa1211f24fc5a559144a0b074a1cc 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 4746c42a15203a6a27985aafcf3fa1991723881b..6d076be3f238ed08af33866fdb6b2d2d68d81bee 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index 8a1e95c50f11fe321fb0244ab495fd7e6932aedc..695e625f244c749288b898410dfd61f8e0d37a87 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 79ba0fea808d3d44dcb89a102d517a6ecd2b7e0a..88a84f8b79358f028b707a7bc7292869517dfe62 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index 0b9992d3d5e280acac97bf5404d59311bf91d6b4..5065a31933daebf27eb06833749fc6cf4a1b71ed 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,317 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "025440", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 61.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 27.03, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 2.7, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 83.06, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 20.77, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 75.89, - "unit": "riskScore", - "direction": "negative", - "weight": 20, - "contribution": 15.18, - "sourceRef": "axes.자본구조" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/025440/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/025440/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/025440/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/025440/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/025440/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 83.06, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/025440/axes/자본구조", - "status": "derived", - "detail": "위험점수 75.89, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/025440/axes/유동성", - "status": "derived", - "detail": "위험점수 36.32, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/025440/axes/현금흐름", - "status": "derived", - "detail": "위험점수 38.82, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/025440/axes/사업안정성", - "status": "derived", - "detail": "위험점수 27.03, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/025440/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-B+", - "score": 61.44, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 61.93, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 73.5, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2025", - "score": 76.27, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2024", - "score": 72.34, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2023", - "score": 59.24, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2022", - "score": 43.11, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 70.81, - "grade": "CCC", - "pdEstimate": 15.0 - }, - { - "period": "2020", - "score": 56.1, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 59.81, - "grade": "B", - "pdEstimate": 7.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 4.0, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "채무상환능력 축이 83점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "D/EBITDA 34.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -931,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,156 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "025440", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -1.0, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1208,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1227,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +784,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +802,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +848,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1472,8 +1011,7 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1484,11 +1022,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1533,18 +1069,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1583,7 +1110,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 92b702629933e422b94c8a36a77c0466f6a059c1..2a9233db995687c60e3fd5bc044bae47d4404758 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index 241f3eae6cd40d76b550f9119a2e951a2a3abc23..e08c3e578eccb0a5220a4869676f9abe7b0cef98 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,6 +610,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "025540", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 6.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 1.02, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.26, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 28.61, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.29, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 26.08, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.61, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025540/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025540/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025540/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/025540/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025540/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 1.02, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025540/axes/자본구조", + "status": "derived", + "detail": "위험점수 2.60, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025540/axes/유동성", + "status": "derived", + "detail": "위험점수 28.61, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025540/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025540/axes/사업안정성", + "status": "derived", + "detail": "위험점수 26.08, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/025540/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 6.1, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 6.26, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 1.6, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 1.45, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 2.74, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 4.69, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2022", + "score": 4.02, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2021", + "score": 1.44, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.62, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.83, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "025540", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.174, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.05, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.174 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -766,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1375,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1386,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1435,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1456,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index 26d6dc6defa7c1e2dbebf3b14ffab2f1d2280eff..ee6c279bf40b14c1d607b0481ca9f76faca5bde2 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index f2c0fda0ef1180648f1f9fa381205ff7467b12e6..1f9411873d442b3b90f715f2f21c9338a75ecf6e 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index c8a25d95e2bba1b034f0d2ab35b314175c801224..e12ea3baf3ba0d899a81294fb8037ebf4597c4cf 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index 65a6b583db790f2547d7dc54ce94b1f1ee5b1854..61e9160ef69a671a7e5767fe51de11836cafcbff 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ab30bdb3b623", - "target": "025750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index 015218e00e8b94511c598b04e699d5cdc3a34d1f..1d85aa09a520ea1092ba36b2a6da50b6d26b04f5 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index 7dbf9193cfa224c9d44a88a5a320ac726ac0c4f0..97d78fe63ebfaa8cd16b7d46f0bb7d93010ed6cd 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 80e92cef6e617aa2689e60a72086fb14d545ce38..d323100a1955a6680a1a01933c4410b90d08798d 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 2ecc574c8c582acd2babdbe51140f5260292d0c3..cec7235256ab2e8ea9d3f8042660d99857274577 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 68.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 69.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index 6cd0550e11a70c8f9ad691d1c00fd77d5292d05f..5ad7be833217f02ed20384c9098b3def8e42a66d 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 6b4338b2e647ff4e359cef49e23ce3d5801cd841..bc0819b1377aea97e806bca34e6a8c48fb610485 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index 7da5a2e9badeefa4241049779303f64d279aff74..e3b759109541c8cc7d8d7b9cd6b7bb7c3344055c 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index df697b6e4eecd335b5af257660182a66a5d218a8..2f78580a76b5635fb8c4709309e5a378bf3d937a 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index bf23c3f22e60ae3879d1ff1f941b51c53af54ff6..15cb16d0b43d18d6fe5017af59e1e527437c9756 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index 6bf44f93e5e241a2e1545301c917e0451261473a..bf67bf43ff804b24e91832507e0eec6a521b21a1 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1099,10 +1099,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index be53a6bbe34a627f4052c238f71d7523e2461593..1a089665563e970de89dce11a60af1ee838dc6b3 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index 1caa4bd6986eab15d2d943008a25c2f7966796df..deab00ef827b713bfb53c5c257bbdbf24f16c12d 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index f6ecc86fabf8608c66dc4556845227ee6ac97cd7..7df0559db2695b13247a68fbc423397e41935bc4 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 77ca0cb997baf3ac88377c1ba51c98a73a646ed2..9d206fbfac3a6655deff9c7265f23711630d0afb 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index 4b112635bc50454e9d0914962d619827195e0323..67ab2f44ddba78ee25d5ab8da5dfc565aeae0610 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index 9931a2e2cf1a095da162cc05ad8b861f73c7933e..edaf373643f6be19aedc400a5af68558724679db 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 39ed6c871396bff01d54da78e7cd62be8f47e073..70598b35110de16c7d4388e173b3aa9c49cb921b 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index 93fddabde777b824d9fe4a8b1be61214bee4aa4c..b83b3dbffb4ec4a2408af2334b117c4ae038a22d 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,186 +592,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "027360", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.044, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.015, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.044 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -782,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -801,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +644,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +652,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -950,8 +770,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1, - "usable": 1 + "blocked": 1 }, "gaps": [ { @@ -1053,11 +872,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.rate-bank-margin.companyEvidence", @@ -1081,8 +898,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 38147a37ae2f5ed348f83546793effe221678492..69bad27054731e38f078227d68886e14ca1303d7 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index 8d4c599356deb2a70dcbdbdb0c98947529deadd6..d8e147e36bcd26c0d073efe8a8f8167732ebbedd 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,6 +609,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "027580", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 47.79, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 33.06, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 4.96, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 57.42, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.61, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 46.87, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 14.06, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/027580/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/027580/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/027580/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/027580/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/027580/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 46.87, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/027580/axes/자본구조", + "status": "derived", + "detail": "위험점수 33.06, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/027580/axes/유동성", + "status": "derived", + "detail": "위험점수 43.99, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/027580/axes/현금흐름", + "status": "derived", + "detail": "위험점수 57.42, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/027580/axes/사업안정성", + "status": "derived", + "detail": "위험점수 42.18, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/027580/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 47.79, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-B+", + "score": 48.66, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 22.08, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 46.82, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2024", + "score": 45.38, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 34.86, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 42.33, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 38.16, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 44.33, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 59.4, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 57점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.65%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -619,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -736,6 +1047,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "027580", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.765, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.035, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.765 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "overOptimism" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "overOptimism" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -746,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -765,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +1382,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -902,9 +1393,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -949,9 +1442,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -964,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:11a3b8640520", + "target": "027580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.765 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 00d5f0fb5dcd4e7330b9a0a1cb12e8a852f01523..7fe26d64eeb0306200978647bd397e1cda9cb6c8 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index 36859cdbd4dd816eea8b6a98dea1ce94c9449bd1..4ba7a42cd8de880e0665c0935cccfeab796b6121 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3d92344a2de2", + "target": "027740", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.276 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index 44e305befb2c84d2ae68e42881ef28430bbdd851..a433def4eb8b7249eb3a87d1676ec66d1a58dbbf 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -701,8 +701,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index 88ffcd73dc1ad1c3fb7e5f5033fb434678dbb331..de84782403ccdaf133705225ea312bc6fd7a94c0 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0b30dc5b6606", - "target": "027970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index 03ead066a83b2d581889e1175f2a2972d244a49f..da0118dd119fa19e428894080b95acefb2ae5c96 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index 95c1b93ad06da65c2be2cc26500e7e88f888db2e..b2d1adb21a1e62c2ed8c663e926751fcdca10bf3 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,15 +1511,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 87cd8c3169ddfc1fc45f16df24363bbc6980de5a..8bbafcf5c8593d1c3e9e13a8437b255f45c51fc4 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index 72bfeec0a5b9d645fa905a866c80fae963e27178..4410d05709706ac5fe6fd2693d01065f0a9eeb35 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b154d112e3af", - "target": "028260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.773 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index 3165e799dfca97a9aebd35fa2ff1f34aa3f43d79..b82ae4089c36feee78afbe9da0248d8397b2821c 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 77.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index 7dcd1a065d8711aeab0084d402bf0b9ce138c711..8a098b328395e8aad05def4b1a86ba846cda739e 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index 6b7edc39465c7c769824d950160f99554093cbca..ef4dc0d67f5305580ded4c6bc4b6e6e42545750e 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index dcd719b49bb3c7d18220802f398c7147871b1d39..be7474668ef5b879b9086ada7a15859dad58e60c 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index 09a985ce4c3a23266006c90cf7b161779893cc6f..64843cf07a7d97bd30e2597ab93c620ad614c851 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index 8035e9adfa6a07bf27af0ed2b024a07de3e2fd36..e7c0b28faf43623c9806227fca669544e248eb95 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index dbd1fe6d02a4e53238c677f064b9a65d96a5787b..8b1a2185e761828af1f5c1dd61ca699978101584 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index 946c205c9b764a3d4f371e41ae0bfb9fd6fefaa7..890cf7b630c30b6ae9ed79205eb021253cab7aa2 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1a1b9b19efe6", + "target": "030000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.553 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index 271a2dd87f55204b7e8a031541ae457182f3b055..b2557e0ecd9b03af94b2816d1f1456294ff3b89b 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index 44c61bc7ce49bd11c28e9c31cd7e2bc3acd940c7..ea3119590004f5d6b1a27ebcd1227dc6eb538b8e 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index b42e28861e16d80a0fcb4a2c37fab476ca355206..1fd7a15a5de4300fcf38da819fd0d3dcda4e1906 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index bc7671bd1d2bf7a594f3d8aff7579f13af8ddf5f..18e62dc31839c7dafe0dc30fc3c6a93931bf3abb 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 841c6d80560f024beb6ca7797a8b0d4f37132b90..24f854168b46c34b96d4423aeaa468bd6e2cbb09 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index c9af0311fd93d68149bb1d4bde7b82dd29e8bfd7..16d3cc432f87136fc019a7a32d228858247a33c1 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,317 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "030530", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 37.52, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 12.5, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 57.73, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.66, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 52.93, - "unit": "riskScore", - "direction": "negative", - "weight": 30, - "contribution": 15.88, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/030530/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/030530/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 소재 (지주사조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/030530/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/030530/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030530/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 52.93, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030530/axes/자본구조", - "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030530/axes/유동성", - "status": "derived", - "detail": "위험점수 57.73, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030530/axes/현금흐름", - "status": "derived", - "detail": "위험점수 26.99, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030530/axes/사업안정성", - "status": "derived", - "detail": "위험점수 29.85, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/030530/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 37.52, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 38.03, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 35.29, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2025", - "score": 54.15, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2024", - "score": 35.48, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2023", - "score": 24.74, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2022", - "score": 29.92, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 12.56, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2020", - "score": 11.11, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2019", - "score": 17.17, - "grade": "A-", - "pdEstimate": 0.08 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 0.4, - "notchAdjustment": { - "totalNotch": 2, - "reasons": [ - "지주사 별도 부채비율 71% (양호)" - ] - }, - "divergenceExplanation": [ - "유동성 축이 58점으로 등급 하방 압력", - "D/EBITDA 1053.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -932,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "030530", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.831, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.48, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.831 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "overOptimism" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "overOptimism" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1239,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +785,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1427,8 +936,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1439,11 +947,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1488,11 +994,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1512,88 +1016,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0ba2761cd22e", - "target": "030530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.831 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index 8282586c180403833afc68fb138439704c172c22..41a444b8afa192bb6349efae20db0595f1a6570a 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index 7ec622c2288db4d4ac3adedbeaad1e19e93bc5f0..c9a47deccd2a592de610c239d3910a7b466ee4af 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -607,6 +607,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "030720", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB", + "summary": "dCR 위험점수 28.38, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 22.41, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 2.24, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 36.74, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 7.35, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 36.68, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 9.17, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 레버리지 부담이 있다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030720/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030720/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 필수소비재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030720/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/030720/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030720/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 36.68, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030720/axes/자본구조", + "status": "derived", + "detail": "위험점수 36.74, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030720/axes/유동성", + "status": "derived", + "detail": "위험점수 30.34, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030720/axes/현금흐름", + "status": "derived", + "detail": "위험점수 29.70, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030720/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.41, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/030720/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB", + "score": 28.38, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB", + "score": 29.54, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.자본구조" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 16.59, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2025", + "score": 29.07, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 27.84, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 47.26, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2022", + "score": 36.52, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2021", + "score": 16.54, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2020", + "score": 46.13, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 9.53, + "grade": "AA-", + "pdEstimate": 0.03 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.25, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "자본구조 축이 37점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -617,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -734,6 +1044,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "030720", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.185, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.14, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.185 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -744,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -763,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -786,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -794,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -889,7 +1379,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -900,9 +1390,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -947,9 +1439,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -966,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index 55507a4026482cf4a292e34ec72b3286c0e84508..d64fafbb9ec5b7c6689765610961892cb87e1105 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index cb023259b4a830f13ddf1581aea9a9c7055d3125..b79a7be9b695198cf36923a054134b19e551b332 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index d8ea6f31c9e43a7fe8a7122d5a036ed9ce7a66af..280fe44f2f7daab9efc1914549ea9ab84f4f496a 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,13 +1215,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index 89f8895c786e44b2460e220048dddda455558764..ce74868ca93b6b32981970b471e27b46575967a0 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index 3e13ebaabaafeed99e748d6e2951f7a076278260..80ffcfb2e14f097dcaff121f6b59041e35729694 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index bd85cbc9a363ebf04227674cd8592eb9e0383a8a..c9acc33979c60857dc1187aaf5256747705e3d63 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index d829ebcb583651381c8f21ae0db270fa1f558ad8..49a6c3b22967da6c4cedb288fce2976faf04f1ba 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index a3700081c16bdd7863f9af1c2ea31a27ed8e2dd0..f7b838ed0a3831cdad9cbc698e41e09a76b1f752 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index 33432c4eaeab1a130cb269a81610de13a70fb542..d1dead05b790ffa3f3f1da0c35c68e493cecb733 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 20.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 18.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index ee8b346f796d748e11ab8e3961b9814f44fdc87d..aa8c4312f8687a8f511f3788cc71680987d5c395 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index 32a974158099f868fd1bdc34ef976129e4c05dee..7136aed935ddc1683af61bfaa6600e98c94ad545 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index c1feb8450e105d3eff0a5473327ace5e3f7ba8c9..0beb91eb2b6f3acdd69cd9d0ea2de021e46b105c 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 85575b4ad4002a9d52202a544b819ed4d286090b..323d129f943e7a82c41c5c473a31692d5c82f833 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index 5cfc85385b75b7f36ec88460bc3011ac7c709931..12c2265766187720e4203c6941376e2ec5328e9a 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1099,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,17 +1145,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1218,13 +1218,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1233,7 +1233,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1310,10 +1310,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1364,7 +1364,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 034a60e2e27a596ae18a09f21edfd421d1f63639..6da4baa6447f7f0d0de89e641a5d8d8211c076c8 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index ed9c5d5fc9c5d81eef42654ae507615b523e5b88..4ec6605e9938ed263684dc32279c6849c2fa5cf7 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index 5c8ff81c771fd883826bb3a2cb2871a64c3d3940..dda0e3ab1d88386855e630aa5fb441e1f08244ce 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 16.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 13.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index 9efa96d29174048faa27d1e20faea51ae610f4a5..504f64ddbe50873cdba06e1376433bc6336d31d5 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index 9b02780824624d0c3ff95f71ff1ea9938667689b..26a30850a7110cb4a2113d6c5366085b42d6db9b 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index d9ee0b480517f7b863f46e08ad49fe44af0d8125..f421b4dd2d06264312d276ba991a886786938066 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index cfb0a83056ba0300ef51380dca830bdf3e5a3adb..8bc3f324ccdb7157a4a20eb3e3e4ef75595e71fe 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index 40d6cdda664d8f981cdb4176de4c90695ce4259d..d9db5029a8b5ead7e8e4eb88a25bfdc9a4a5f931 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,311 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "032620", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.08, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 3.9, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.78, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 34.91, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 5.24, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 34.2, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.42, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/032620/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/032620/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/032620/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/032620/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/032620/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 11.44, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/032620/axes/자본구조", - "status": "derived", - "detail": "위험점수 3.90, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/032620/axes/유동성", - "status": "derived", - "detail": "위험점수 34.91, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/032620/axes/현금흐름", - "status": "derived", - "detail": "위험점수 20.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/032620/axes/사업안정성", - "status": "derived", - "detail": "위험점수 34.20, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/032620/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A-", - "score": 16.08, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 16.93, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 6.26, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2025", - "score": 9.49, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2024", - "score": 16.52, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2023", - "score": 5.11, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2022", - "score": 0.82, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 0.66, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 1.16, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 0.84, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.08, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.37%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -925,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "032620", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 1.0, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1232,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +892,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1388,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1437,11 +950,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1458,8 +969,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index f2bf5f695c7610bc0f4732def415e4d4d004b0ed..adf45b30ee5be831b712453351304a00fb1976b3 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index d6bbbe81019f5b6a31555978d52bb4176f088468..1c4d7ae562098287c565186e54d6380d9b2144f5 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,6 +612,311 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "032680", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 3.86, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.77, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 61.67, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.42, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 45.0, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.5, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032680/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032680/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032680/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/032680/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032680/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 61.67, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032680/axes/자본구조", + "status": "derived", + "detail": "위험점수 3.86, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032680/axes/유동성", + "status": "derived", + "detail": "위험점수 30.70, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032680/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032680/axes/사업안정성", + "status": "derived", + "detail": "위험점수 45.00, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/032680/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 30.69, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 30.97, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 2.35, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 38.45, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2024", + "score": 41.38, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2023", + "score": 33.35, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2022", + "score": 14.47, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2021", + "score": 3.13, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2020", + "score": 22.97, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2019", + "score": 27.49, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 62점으로 등급 하방 압력", + "D/EBITDA 16.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -739,6 +1044,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "032680", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.125, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.18, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.125 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -768,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1379,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1390,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1439,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index f88b3c6621bb81dccdc41fe15661530a6af9a3dc..c295e8684ba1d5400f29690cbb57310f4282b9f8 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index 37145340d139a73ca90d6d7a2e893901ed9ea51b..15a9b056f3f9b986d35249a95f643722a6a92d86 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index ed05a4bc4ebd79eb5b69e74c46373d2fb25f0886..0c3abd7722834e03f7979387de5c3aa340cffcba 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-16", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-16", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-16", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-16", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3aab4f26c606", - "target": "032790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-16", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index 7917ecae74d48362a09b889b125207fd42d52b7c..a5a54e35d1df98ba3e97524745cecf39d94c2f35 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,9 +20,9 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2016", "periods": [ "2016", @@ -34,7 +34,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -47,22 +48,23 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" + "period": "2026", + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "재무 취약 신호", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률, OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "label": "재무 기반 보통", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률, OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -111,12 +113,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 110.24, + "value": 89.07, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -137,9 +139,9 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2016", "periods": [ "2016", @@ -151,7 +153,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -164,14 +167,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,9 +196,9 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2016", "periods": [ "2016", @@ -206,7 +210,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -219,16 +224,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/032800/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -247,9 +253,9 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2016", "periods": [ "2016", @@ -261,7 +267,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -274,14 +281,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,9 +310,9 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2016", "periods": [ "2016", @@ -316,7 +324,8 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -329,16 +338,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/032800/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -536,9 +546,9 @@ ] }, "assessment": { - "label": "재무 취약 신호", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률, OCF/순이익입니다.", - "score": -1, + "label": "재무 기반 보통", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 영업이익률, OCF/순이익입니다.", + "score": 0, "drivers": [ { "id": "operatingMargin", @@ -581,12 +591,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 110.24, + "value": 89.07, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -601,7 +611,8 @@ ], "positiveDrivers": [ "매출 CAGR", - "영업이익 CAGR" + "영업이익 CAGR", + "부채비율" ], "negativeDrivers": [ "영업이익률", @@ -621,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.62, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -663,11 +674,11 @@ { "id": "axis.사업안정성", "label": "사업안정성", - "value": 45.0, + "value": 44.03, "unit": "riskScore", "direction": "negative", "weight": 10, - "contribution": 4.5, + "contribution": 4.4, "sourceRef": "axes.사업안정성" }, { @@ -689,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -793,7 +804,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/032800/axes/사업안정성", "status": "derived", - "detail": "위험점수 45.00, 가중치 10%" + "detail": "위험점수 44.03, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -816,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.89, + "grade": "dCR-BBB+", + "score": 20.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.3, + "grade": "dCR-BBB+", + "score": 21.1, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +851,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -855,6 +861,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 25.95, + "grade": "BBB", + "pdEstimate": 0.25 + }, { "period": "2025", "score": 20.83, @@ -896,12 +908,6 @@ "score": 25.71, "grade": "BBB", "pdEstimate": 0.25 - }, - { - "period": "2018", - "score": 19.76, - "grade": "BBB+", - "pdEstimate": 0.15 } ], "coverage": { @@ -912,11 +918,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.97%). 최근 주가 하락이 반영된 결과", + "사업안정성 축이 44점으로 등급 하방 압력", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index 123e4872d003c51b84a321cdf985189881ee822f..848b61fbe6db02824821d35afb6ab97a055c8229 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index f3c2ca62fda0220307a84d258ddd1834e17f7de3..d3d52be4d712c2ca76a99c875451ea5af90a2cee 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,8 +757,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1167,7 +1167,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1185,8 +1185,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index 8913a260f0c2340bfa5fa7e96682b91707439389..0bcc23a9ec9a6a67f1759e3a59d5d7dbcfc21295 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index 4d99f9cea29e8ed0001be7cebd235f3b46ffdd14..723832149c7cf218da5d4d541e2d8adc63c41373 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index c43a45c0b7eecd2cde73a81d1a08a26d38a89027..40d335642d2d0e74393f3036702fed1203117a89 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index bf63c8014212fc61fe2239a3c271a83eb12e3c0d..a10583f5f9000744f415d984415db29b8d4ae30f 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index bb8008d714d4feabbd463585651fb0823429386a..6b3d7a0569883e6f27acae9b963af6cb0db4fd60 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index b70b8613c72c5bf18a7fec6b27e6d5b0d61d8035..a6ece7f43b0c55271e8b2152c49152ae1ae48dc8 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 65f7d42ea3ea25a4ce453c76744857c84e5c6602..ec98df7c3da1fcfbee95a254fefa5377d5f9ed9c 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.23, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.23, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.23, + "score": 3.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.27, + "score": 3.27, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 86d463ccf0771ad5605bcdeacd958645d83d09a5..79704c9b7c94ce9f521bd988e310b773300e2944 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 27bd71b82cf73d3c90378caf28c9717e4c71d49d..5e7670d42246561da8ca5a3038d83a12d1e5eb65 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,12 +1467,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d703f0085697", + "target": "033160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.825 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 688c257f6feff73fc75a601fb320f145b8457d82..c9f1250748190350c97c14c9f362320cfa602e11 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.00, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.20, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.0, + "score": 51.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.88, + "score": 51.9, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 21.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,88 +1549,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f874eabd2c77", - "target": "033170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.598 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index 018f0bdb4bb9631af8e2125be2255ee3b76ccf46..b5b0d60f36ba14e6525730d3bbcf406f97309b40 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index d5dee43dddcbe5eafe7d90f613985f160b6ec5bb..841bf98a304265588a2ed603982a0de4caa167df 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index c194a9b720d4a27f132726d59926cbf66f5443af..eb0d591973eed60c998ecf0b05c4ad26e22caac9 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index e8c72477c86172af8a45cc3fb086875a3526b369..6db264598b374c38a98896af7d45170b4828a052 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 7a9c8265edc76a58f6712134af775eab4378754e..4c3f4cb424ab49e8d068f02df6d0aab43d5435da 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1183,13 +1183,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index 5cdecd1cb45210215a9fdab26b4052ba0dc62b0a..afe20681d01a1c1dbb3f24f7662730e240d9c989 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,309 +621,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "033270", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-20" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.03, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 2.3, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.57, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 25.61, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.84, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 12.5, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 1.88, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/033270/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/033270/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/033270/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/033270/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/033270/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 2.30, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/033270/axes/자본구조", - "status": "derived", - "detail": "위험점수 3.76, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/033270/axes/유동성", - "status": "derived", - "detail": "위험점수 25.61, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/033270/axes/현금흐름", - "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/033270/axes/사업안정성", - "status": "derived", - "detail": "위험점수 5.93, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/033270/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 5.03, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.78, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.49, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 0.47, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 0.58, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2023", - "score": 2.16, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 6.19, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2021", - "score": 1.63, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2020", - "score": 4.95, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2019", - "score": 2.37, - "grade": "AAA", - "pdEstimate": 0.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -934,14 +631,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,146 +748,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "033270", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1201,10 +758,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +777,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +808,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,8 +902,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1357,11 +914,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1406,25 +961,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1442,7 +981,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index 6baedb4d6c5d58bad21ec9f25a3d8da3a6e5259f..43bbf5a2da1d07ca62a1d5433957cdffa9b3492c 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7083d90b4a90", - "target": "033290", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.641 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 83109b65e1474da24173348cb568ce6c1421b476..ddb5782d6c9284cafd1213720810237e256af7de 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,6 +611,316 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "033310", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 23.69, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 7.96, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 1.99, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 41.52, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.23, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 35.33, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.3, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/033310/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/033310/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT (지주사조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/033310/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/033310/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033310/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 35.33, 가중치 15%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033310/axes/자본구조", + "status": "derived", + "detail": "위험점수 7.96, 가중치 25%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033310/axes/유동성", + "status": "derived", + "detail": "위험점수 32.19, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033310/axes/현금흐름", + "status": "derived", + "detail": "위험점수 20.91, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033310/axes/사업안정성", + "status": "derived", + "detail": "위험점수 41.52, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/033310/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 23.69, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 24.17, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 6.08, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2025", + "score": 26.74, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2024", + "score": 19.2, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2023", + "score": 25.16, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2022", + "score": 42.76, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 43.21, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2020", + "score": 58.46, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2019", + "score": 50.05, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.08, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 23% (양호)" + ] + }, + "divergenceExplanation": [ + "사업안정성 축이 42점으로 등급 하방 압력", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -738,6 +1048,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "033310", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.179, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.285, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.179 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -767,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1383,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1394,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1443,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1464,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index 57c16e6e8ce239ddf2dac4a8b5e4bc2d0eb3032d..3bcab58b65edbe600891ba61494a14120b10dc2c 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 8445294c2d26ee1664f1e60ec1a328e20ca39ff8..2ee56759c4f05206315fda44e5335b80833330d3 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index a2724d2115aab2bb1ffcf477686187804cc1b58f..07227b151b95d717e2c390ae0285af720e73662b 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index 86e164356ad3ddfceca37c6d14057695b99cdc7d..7a2d0aa9d2e1887a192ed825709375b504d615a3 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1643,15 +1643,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index 260ad23ba1e9e4eda56a773524cc5b52afca153c..d3fdc6b79d3031c53b0d6a68bd9a639480346e70 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index 2d714c02a6f123ce67e2f971a94a609713da719e..5cc50f2f9bc105f0ed11707a3d5847871f3509ff 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 1feb6f4ece019b250b8f446687591be66de81d3d..e44bc7769d29a67f7e97863f4b87474114a0b3f4 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index bb12c1af01513d3c8331f6ec444c981f415160cd..26b5b911d9d72705fd6cf310849ec52fa3b67b81 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index c32773de3582fedc2326cdea17389fb5cf388855..e19acb271203b5de5d23125a8a320e1cf693b532 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index e6ed8553b2ad405a4b93cf32dc36fe3593e26c28..2f0a03c58671f1ae83f8686b6208ead0b7017a55 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index 04c2bcbf0d045138ec9424ec62ea139b80c2b479..8dd6fd13a91ffa28e8a34e7c3ed3ea11caf762b4 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 9c5abadfba0390580ebe76e28e83c115d38c4032..524bd24be3d78f97f4658bdd681a97cf8def88c9 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 8bff6d7fe1084d61389706f54f26432c59d14888..167edbe2d3c9d0744f586ddee7563252f293ed94 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index db456c85e66affa2e7861f1e1a4314fee24162f2..ca2351c6f477c91c8b40af30b7ae72c190bfcebf 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index afc470a45f92417ddb0ea59739de521fb1620b7f..c11afe98bf05215b88a8097afb292f97408beffb 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index b1496b50bb452ff93200d393bfdce99af448b360..378288395035239dc908fc709662316eabcec45a 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 79조 (시장 지위)" + "시가총액 76조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:400d3fc959fc", - "target": "034020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.352 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index 979f904a2831602c65aec00c18f5ad5829d88141..4f0b96bdb3b14def37e32d3450e699e3d72f3a9e 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index 334099514b979bfeb56c1fd71f2712204f70c9b6..e641104a748bcd499f71e6cc9596cbf9c8566fb6 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 7624dc89594b19e281d48f1f7b761fb0adf33de7..d98a598f049484b5d9aaef00814ee94314314445 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index b4c81dd9964a302d1a2af5a2b58e7ca03bf79821..b4c218de484c7ef34ee299a46d0095a78f0bffd5 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 0048668a43d98eb07c718029eae2cdb669adccbf..0e3f50d90e02adc4f427fe122be506226b4c1400 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1420,7 +1420,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1442,7 +1442,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1460,8 +1460,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index 4eef1a6dc3cbfc4b3129de01590f0b35b30a61cd..977694f9f6c983f9cb9c400d795be8fb55868c5c 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,309 +621,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "034590", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-20" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 6.51, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.19, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.05, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 24.92, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.49, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/034590/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/034590/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 유틸리티 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/034590/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/034590/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/034590/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.19, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/034590/axes/자본구조", - "status": "derived", - "detail": "위험점수 2.82, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/034590/axes/유동성", - "status": "derived", - "detail": "위험점수 11.14, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/034590/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/034590/axes/사업안정성", - "status": "derived", - "detail": "위험점수 24.92, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/034590/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 6.51, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 6.81, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 3.85, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 2.35, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 3.6, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2023", - "score": 1.95, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 2.34, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 6.32, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2020", - "score": 1.74, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2019", - "score": 4.74, - "grade": "AA+", - "pdEstimate": 0.01 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -934,14 +631,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,176 +748,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "034590", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2022", - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 1.0, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2022", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 1.0 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2022", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2022", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1231,10 +758,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +777,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +795,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1419,8 +946,7 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1431,11 +957,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1480,18 +1004,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1516,7 +1031,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index 9ec8ea7f6853ff6d1372a7f9fcab87e8d16372b9..c07544916454b3a683a810ac79ecaf2f46356c17 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 794842b2461d1af40179dca07eb4f93924eac213..53c8f4698673402f64a4ee10aff865ad5f75ceeb 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,6 +903,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "034810", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.668, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -1.0, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.668 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -913,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -932,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1059,7 +1239,7 @@ "statusCounts": { "partial": 2, "blocked": 1, - "usable": 1 + "usable": 2 }, "gaps": [ { @@ -1154,9 +1334,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1173,8 +1355,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index b569240bdde0f9f36d81d80c35c508e5e0970546..edd2b954a1d22bf656fbe92ab68f896476e1e8e9 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,8 +690,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,10 +743,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -756,7 +756,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index e6476d4074a08395c258a05c83490a6cbeb66c3c..100ef9da0af80f011be5b1f1e47b507b1c5dccb3 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 26.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index e78758554a2e45e4a11628bacc0615c8ddbf4132..4f05d0d61def29ba15a414bdfb0c3198bb9e0f02 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index 03a52d30c34bfef523e638962ed0794216c8ba39..68113b2ee0d9ea255e346353ae419a19707e8a06 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index 89c644a211195238343f9072ce812d991e64b585..452f532045727d4ac2db0faaa249a7b3692e1e01 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 28738830b7cf0f109ad1cb95405405e8725920c7..d03df0bf851bc026fab033819983eba1e515f669 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index ecb10a7954d84f27ce15d5acc53bdb695b13a093..390a105b24a8041b9622f42bdda2288813f1245b 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index 920ba7b35105e8d304e7dd6dcd0c439046a85624..6d7e05008ce7c7922a67c9a128f7882773c2cebe 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index 372d5b3ca7a332d73be3db294a1bad2cf52e1d28..99c48b51c7a106bb8c8b0722d8281002e11f7c02 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 2f083a33a6551693f19c9eba3b6bb2c718aca312..32d13e0d52e9fc929ff1adb0d6fc0b0b4e8db850 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index b13f4dda5622a01808e2721ce1ed98999506a597..a0ed902f0db25dd83cc4012855061199836352a8 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 93088c445f7e7ae930b3b3b9349dc2c860f733a4..a14ab6d9d7a5670c538b30edaffd8e64585ba0b7 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 22e871b977845d0d896c107e16e97d175b078f8d..ef631867eca363ec87f9ebfd8c26aa6df47501c6 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index 5a65c36b695d71a3d4b86120195ac2cf8dd14a28..26c45c9c062f5ab1ed9d5ff8635e8251e2780b7f 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index 18a1fa0c33742a673166b4f9e16ebf4f54a49dfc..35ad61344ea067581b443bee466965d957589fea 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index e91bbb1d194ce683343c4318ae100a87f35fea01..e01f7968ea8ad18223de3b6dd0c2e42d84c7b486 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index a4add0832ea187338e817b81db38206d305a9acc..d1bfb7b99cf770881013134ac50bd641e40621a8 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.37%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index 8bb6bb5626200cfef2720c868f22365580d2aa4d..7d936b3119b7d39fe32aaffbaebbfd148224c744 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index d0c1d26a713070652c4fb26d17049135fbad4324..54d1cd7afeb650600807845d5f0f9b57e66a1d5d 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,13 +1213,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index 842ff2208bb30464737cfdd7b565207372279286..9a43ab97ff2f5edee984f383004de986c4a98edc 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:17b0a77f8aa5", - "target": "035890", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index a3935d26e10c1c903fbd7a9605d15292b4cf1d88..19ea7ff533ae3e50fbdc97bd9c55c5411d46d40c 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index 9901e79b0b02d3318e04106aac02128c3b395bf3..ee57233bbc849f84cf6ee12b554ec18c469ceedd 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,310 +622,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "036000", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2024", - "retrievedAt": "2026-09-20" - }, - "period": "2024", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 0.53, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.11, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 45.0, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 4.5, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 31.67, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.92, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2024", - "period": "2024", - "status": "derived", - "sourceRef": "dartlab://credit/036000/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2024", - "period": "2024", - "status": "derived", - "sourceRef": "dartlab://credit/036000/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2024", - "period": "2024", - "status": "derived", - "sourceRef": "dartlab://credit/036000/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2024", - "period": "2024", - "status": "derived", - "sourceRef": "dartlab://credit/036000/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036000/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 31.67, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036000/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.53, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036000/axes/유동성", - "status": "derived", - "detail": "위험점수 1.65, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036000/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036000/axes/사업안정성", - "status": "derived", - "detail": "위험점수 45.00, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036000/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A+", - "score": 12.84, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.93, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.사업안정성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.06, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 0.88, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 24.02, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2023", - "score": 24.07, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2022", - "score": 23.57, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2021", - "score": 17.88, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2020", - "score": 67.16, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2019", - "score": 54.38, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.04, - "notchAdjustment": null, - "divergenceExplanation": [ - "사업안정성 축이 45점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -936,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,176 +749,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "036000", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2024", - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.135, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.135 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2024", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +778,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,8 +903,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1389,11 +915,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1438,18 +962,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1467,7 +982,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 18839ac31ec44c6dbfd344848729cdb7b8a7e339..1a8c87962d5b88699bd365eaa8246e6b502e2ee9 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 74dec6638934855989d6a43cdaeeada68fcf3c57..cdeaf589119b995059602f0d2c5ef085223c8538 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,6 +622,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "036030", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-27" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 5.84, 전망 안정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 3.95, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.99, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 22.51, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.25, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 5.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 0.75, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/036030/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/036030/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/036030/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/036030/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036030/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 3.95, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036030/axes/자본구조", + "status": "derived", + "detail": "위험점수 4.15, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036030/axes/유동성", + "status": "derived", + "detail": "위험점수 4.16, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036030/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036030/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.51, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036030/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 5.84, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 6.88, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 4.03, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 5.4, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2024", + "score": 7.04, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2023", + "score": 6.72, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2022", + "score": 7.56, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2021", + "score": 13.59, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2020", + "score": 9.72, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2019", + "score": 8.74, + "grade": "AA-", + "pdEstimate": 0.03 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -632,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -749,6 +1052,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "036030", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.25, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.25 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -759,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -778,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -903,8 +1346,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -915,9 +1358,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -962,9 +1407,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -982,7 +1443,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index c687a473e7f283b0eb3b76ccf96329403d7e6f73..645c271d8b8eb5ec555aaf281d0f712b2c6cd0ea 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 40673b59b3f7e33bb987bab452c78d86637936f2..57db6603c6fca6f2c36e99d8ca2a7acd5767592d 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index 4df7227defb51eb149d7bd74ecef792cde9395ed..a7299ab72ffa0203dce9e1e35b8db9762440a946 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index 15706eec096856f4ea8222ba00e0e9466b6cd5e2..e2b8e5f282219cdfc439da79a1aa9af71e5913b2 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index 4c39b7412ff07b005d651cf75923e7df95b4e4cd..716e0e09bc05aa8d2fcf144919020fdfaaed4697 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index 0a1a4a8ca223d07913059948a98372cf0dc664c5..890688fd8ee03e6186dab863bed3b286b20bb67a 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,8 +1597,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index e7b545accf37a24763692901bc76fc1763e97b47..426a21fb2869fc50bbe6877d58ecf573353c22c3 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index 53eb818d3b5b9f8f0644f2daa95feaa65f434623..e7a1c70a52f35b862aad2d7e76f2e811f0334a2c 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.4점 하향 (PD 205.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.4점 하향 (PD 203.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index db4b7c64302f1567016e5114ebe8210383487a0e..35933c47e7cb6825ece71bc824cbf01a9107fabd 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index a34d8f8fc2c7ffb310e937a71680acbeeb20bba3..3f1f58e2712ee85d7f80b4621f92d0ac568bf4f6 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index 75d553f167eb7d9937f020df7d49b90b0d103fc9..9e95ef374fa3ba6e7dd924b830c713c74b1155ef 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index c453e4e8a1dfb1f279f9fb4f7102544c8faf4881..e61124079052eff17b6004ffb88f8ae7eacfd69c 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 64e6b0f32ce3fbed4816e20eca7d0d6c9b20dd12..0ddd3ba829112ee3b3f5d1c5ca3fa9ba02092429 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 7cccb8401269b2a0e8ec258947f1efb3caedb0bc..179e298ecaf61ec62de6d3feef7199f0b859c3f0 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index debec4ba637ba2cb5a1f50246da07f89d3c8e388..4b26934b3a14de735029024433f7c1308a6857fd 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7611de75f5e", + "target": "036580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 8bac27f215e2cbbb55240bd3e2d7d30a25f033f0..03465e38c3e90cd232d5e8314d81b856ba93230d 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 2818fa9d054c8597a542238d717f19c749420fa9..0608ec36dc32b5da3427bcbbbef719f3d326ac85 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index 407cd0232d29398f5b10ddc46d26fa9b4947d997..ed86f4ac8440b48a6175e58048e6fac497a21814 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index 0e5de0b3d7f3906994960ce35e1e996f34863a43..5509f39cd7354f2bc42807fcb20e8541f8e25821 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index d09e323e9a5c0b8143d0c3fb9c7ef2526dcfb8a7..0ff34b372473baa11cab6d33ab312ae7b080c948 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index 282933eeb3a9e72616cb46ef594a55c0272f5100..1bb2f3db721e27073c73383c3abd149f44abb97c 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index fbb9f5d43021945b0e0bdbff87da131b0a148977..4967412def4daa8d37001f78929ee962f8407c71 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -608,315 +608,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "036800", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.29, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 2.65, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.66, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 33.05, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.96, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 26.7, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.67, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036800/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036800/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036800/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/036800/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036800/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 2.65, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036800/axes/자본구조", - "status": "derived", - "detail": "위험점수 4.73, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036800/axes/유동성", - "status": "derived", - "detail": "위험점수 33.05, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036800/axes/현금흐름", - "status": "derived", - "detail": "위험점수 10.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036800/axes/사업안정성", - "status": "derived", - "detail": "위험점수 26.70, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/036800/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA-", - "score": 9.29, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.38, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 11.52, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2025", - "score": 5.97, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2024", - "score": 6.78, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2023", - "score": 8.7, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2022", - "score": 5.54, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2021", - "score": 5.24, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2020", - "score": 5.44, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2019", - "score": 5.44, - "grade": "AA", - "pdEstimate": 0.02 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 0.03, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 33점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -927,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,186 +735,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "036800", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.75, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.065, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.25, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.75 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1234,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +795,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,7 +890,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1390,11 +901,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1439,11 +948,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1460,8 +967,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index 11cbe5fa486636c16c7ca7ee70e2732e2a6f6cdb..7087b4f0281a70e6a3e72eedf7a1007f1df72e98 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 53.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 53.11, + "score": 49.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 53.98, + "score": 50.61, "assumptions": { "scenarioStress": "moderate" } @@ -915,7 +915,6 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 10.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 429.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1507,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index 6608a39e33de40d3516aa8c6a7de9d91e6a6dac4..11bb0d5af4ad0a3e3bea44e1ffdb160281a3e716 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,6 +610,317 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "036830", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 17.09, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.37, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 0.09, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 52.75, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.91, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 31.06, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.66, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036830/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036830/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 (지주사조정) 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036830/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 매우 충분하다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/036830/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036830/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 7.14, 가중치 15%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036830/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.37, 가중치 25%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036830/axes/유동성", + "status": "derived", + "detail": "위험점수 7.21, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036830/axes/현금흐름", + "status": "derived", + "detail": "위험점수 52.75, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036830/axes/사업안정성", + "status": "derived", + "detail": "위험점수 31.06, 가중치 15%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/036830/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 17.09, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 17.62, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 19.18, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2025", + "score": 20.91, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2024", + "score": 8.48, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2023", + "score": 8.7, + "grade": "AA-", + "pdEstimate": 0.03 + }, + { + "period": "2022", + "score": 29.44, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 32.05, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2020", + "score": 6.6, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2019", + "score": 4.59, + "grade": "AA+", + "pdEstimate": 0.01 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 2, + "reasons": [ + "지주사 별도 부채비율 8% (양호)" + ] + }, + "divergenceExplanation": [ + "현금흐름 축이 53점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,6 +1048,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "036830", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.75, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 1.0, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.75 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -766,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1383,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1394,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1443,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1464,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 508ae913a9d80dcaac5493f03ab870cf2eb36527..0bbfddacd10405978c48bab6616dccd6766461d9 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 43046fe794666ec6325020f061fbd9162e17295c..0578d3fa8bc508d1f50881f4c7b6bc8ba1a6761f 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,15 +1595,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index a4db785a25bc7d5046940a662e269859a5cc1eb6..0e0d66d32f92829e387633b88eabc1265053299d 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 663bf0af57e2aa795bd307c013b3cda792bfc8de..035a238ce561630dbe541808f5cfcd8c77a1aaa3 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index d276ff48ff5d77042c36fad729cc03db800a2b04..e1b7c9edbf68349fd6a2ec3209d47568ab7fccc2 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 7735f550b7222f20cfacdb648fdc055797f4e4a3..a18792198b3ab53d554a52a89f699661251edf62 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index c9151c518c8a52f7b53c4a7916725895391c9a35..272f9ab5061ebc11b45e0679839010a9093e7a3e 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.84%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 4fd88bd80f7af6fd4fd384948f53831cfed932cc..9932d7c6c23b3c23b2b6746fb4dd020d18a2ebd7 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 249c51537d6234b37fe48667d72d452455b2d433..df720210f552843f2e03c5b5965ba80bee3c7799 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index 52730fa5666c780e3c9ccbca880a5a229da58bed..b1a54bbffa48b26ff64a3ba27c0d81ca026bfa99 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index e1d3d8adedfb09e791ecf40f51f619a8029aa0f5..f1fcffc389ed4511983d0baad23e4835a5d83025 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1503,88 +1503,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d2bd97b8a86", - "target": "037400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 23409b61b7e496fc8f69f1402857e37f93fb5e78..77d63ca2526baa967ff63c1b457152a7b8c32017 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 4fc21c40f04ec506ecbe58a6e1857770342a8a55..35a6b33d11392e24eb2883480f11ef2bdc2d7de7 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index db21a9658e081d904e2841df4f318253c766b2af..8a04fa90baca4f429fa17bc195d934d8d679ba7c 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index e7aa161f37b29c1981ceea14499491548b850744..72ba1fe12a6b534c1bbaa219727b6dbc558dc78e 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ { "engine": "quant", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=SourceUnavailableError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnava" }, { "id": "macro.company.sectorKey", diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index 120faf7f95a136890ecab5634188d48642ddb1c8..c4a2b4b14e49db41a36d6b9b031b32ea760652cd 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index 587c02ac8f5c67cea6c48c671546399c380be675..cb556fe5eef60ee8cf07823b1d4b7147af51fba0 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5ab41cfc9e01", + "target": "037760", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 392d8341b90eb05decf083e0d1e543d63b878be6..3e651d148d95127c4e86ddc6157304729826a8b0 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 058865f18e557cd1b441dc65d6fd68a424d37c0e..ed975cb3a47e7702531d7c4b001faa1c6bc67099 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 57410d40d96d29f0784425e6a9139b9249cf060c..85216717c76a11ded2597b270503655e79a9a982 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 4f8c7335ce9cc9b67650e3606ff2eaf3f4f8310e..f2fafdad5de6f178847dcbb20cf32590bb6d0cde 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index c7d16ddbfb062adf070a1c4fc2e0882cb3f16872..2bb73572a4e494fb080a9d1d51184c3e1ec78bef 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,320 +612,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "038110", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 46.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 20.93, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.14, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 57.73, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.66, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 48.33, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.25, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/038110/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/038110/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 (캡티브금융조정) 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/038110/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/038110/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/038110/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 23.28, 가중치 30%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/038110/axes/자본구조", - "status": "derived", - "detail": "위험점수 20.93, 가중치 15%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/038110/axes/유동성", - "status": "derived", - "detail": "위험점수 57.73, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/038110/axes/현금흐름", - "status": "derived", - "detail": "위험점수 48.33, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/038110/axes/사업안정성", - "status": "derived", - "detail": "위험점수 35.76, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/038110/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 46.11, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 46.62, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 51.33, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2025", - "score": 60.74, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2024", - "score": 52.25, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2023", - "score": 34.1, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2022", - "score": 36.21, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2021", - "score": 61.06, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2020", - "score": 59.91, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 64.54, - "grade": "B-", - "pdEstimate": 10.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.4, - "notchAdjustment": { - "totalNotch": 3, - "reasons": [ - "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "CAPEX집약 OCF양수 (투자 사이클)" - ] - }, - "divergenceExplanation": [ - "유동성 축이 58점으로 등급 하방 압력", - "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.20%). 최근 주가 하락이 반영된 결과", - "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -936,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,186 +739,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "038110", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.206, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.2, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.206 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1243,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1262,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +786,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +804,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1507,8 +1013,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1519,11 +1024,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1568,11 +1071,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1610,8 +1111,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index 4e918b3161d402bcbcaf966876edd86a09cf6dd2..fe172c14d38f2e14e5a3ac7b9f71af618deb0e9a 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index 84f0e40916513403cf0e28c6489986c5a8876260..05ed424879060c78543e5f65662aff027eb8ebfa 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,6 +611,318 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "038290", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 37.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 17.3, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 2.6, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 52.68, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 15.8, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 43.78, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 6.57, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038290/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038290/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038290/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/038290/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038290/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 52.68, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038290/axes/자본구조", + "status": "derived", + "detail": "위험점수 17.30, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038290/axes/유동성", + "status": "derived", + "detail": "위험점수 43.78, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038290/axes/현금흐름", + "status": "derived", + "detail": "위험점수 37.69, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038290/axes/사업안정성", + "status": "derived", + "detail": "위험점수 29.68, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/038290/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 37.85, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 38.27, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 30.72, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2025", + "score": 51.55, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 51.69, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2023", + "score": 50.08, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 23.39, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2021", + "score": 5.69, + "grade": "AA", + "pdEstimate": 0.02 + }, + { + "period": "2020", + "score": 13.53, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2019", + "score": 54.56, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.75, + "notchAdjustment": { + "totalNotch": 1, + "reasons": [ + "CAPEX집약 OCF양수 (투자 사이클)" + ] + }, + "divergenceExplanation": [ + "채무상환능력 축이 53점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "D/EBITDA 381.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -738,6 +1050,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "038290", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.22, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.265, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.22 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -767,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1385,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1396,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1445,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1466,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index b7dc86c99339205b638228e370892673b9ec1b3c..42cd5e3cc2324f2bbe9c82dfa1f4583e793041f6 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index c6087073a29fd0ac2e4538da0a446d543404fbb1..0c237c46064c79bb61a51bd4bb77af8197172a0f 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index f530a56d3ade9878a9a268ce6cccaf74f79ceb55..216019405dfb4c50a24058c718c0162c7b6dfd57 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.19%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index de10794ce44cbe71117ed486627e1b8387438250..4cd1335e6475ff13392a7f990d64fcd054cc4e3b 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index 7d780951bc814d6e48072222b9ee5ac823a6528f..c2a3050262768efa1843df7239fc619f35f0420c 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9884.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9906.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-08-26", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-08-26", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-08-26", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-26", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,13 +1216,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 18c14c679e014faf620ad5a279775439e87b5d6a..9e45fd2f6d57fd35e21f992c0b2cce289942acb1 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index efe0d5c9fe9af01b6e7146e34c14a86eeb02e195..61a03ee1f537ccd1cda90aac5b62b86a5c65a6b8 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6e6105039379", - "target": "038620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.274 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 8328663fb7d9496b84ab5dc90f79a5c44b3b06b2..176081ef43abf93de7d37bc45594d00d55dcf029 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index d982b5da8084df4523dfe872a02f79ad94ea2946..4959afe2732fcf29b16703fa529ee350d243283e 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 52.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 52.16, + "score": 48.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 52.56, + "score": 49.09, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index c321cd5d368dc38aea7addccf98942d06ad85eb3..f34e1a49881ab7c2eb9f73104b3ab495d3c1a68b 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index 19e784c3ce1358844372a3abd999dc96d0d83622..ec2a86d1c554f1f2a9726f30b51eabd263c42017 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index b14b6ca9951c786136cf0dc1c95b3ba5ee678630..c40120bc4159d8cacff972df92c4c0e939e08855 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index 45594b4194f2bda57937f7a88a10d3c0d7cdf8c8..0bffe901145c9f56cb7fd1da34c58838caec3a77 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index 1830e54618fd3c3012c0ee80df4a6ae490743085..eb2ad30fd5eed8ce6f1b6223176809129bcd4cf4 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index 4f07e79a5b2c2065a8406591f8926e8d6fc774fc..dfa810de948d80015fd6f7938fa6603685621ee6 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.78, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.46, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.78, + "grade": "dCR-A", + "score": 15.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 17.93, + "score": 16.44, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index a9e967884ef9f3405704bb424070ec5c0f0dae2f..01aa37939f6280c34acc844e5ecdec4f651d4a02 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 59451ffcc708bdcae8376bf92d82d836bb7d694b..d67f0e100d0abcf9a1af92cd3d277f403fff9816 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 42662fa3981cabf0fee125c3ff23c15eff3e01c4..e4d48088b4e61ace79125f2e65ae3e51cb9a6cde 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,7 +1385,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1407,7 +1407,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1425,15 +1425,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index a168fb22666c4647e5f49e18d4fac128a3b00f8b..7827b02a9682a0aabf1e071bb703bfeaa1a82474 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index 79a6c1d5480c9187b990c5b7f55714104c5511cc..3cfbcf492691c6ac57a68312563e18df928f0ce1 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index cb595a77b970f382505bc9c7574736a3079c929f..302a54d442aa8dde864e8d66a336c641ef8ce00c 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5b16943e75a3", + "target": "039420", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.925 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index 1773f9fcbe8c8991a61e8638f183b4cae2c7fe22..f776dffc778829a3d1c8b081bc276c75fbf44a90 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,314 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "039440", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.71, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 0.68, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.14, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 30.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.5, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 17.5, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 2.62, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/039440/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/039440/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/039440/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/039440/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/039440/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 2.20, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/039440/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.68, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/039440/axes/유동성", - "status": "derived", - "detail": "위험점수 30.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/039440/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/039440/axes/사업안정성", - "status": "derived", - "detail": "위험점수 9.84, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/039440/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 7.71, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.31, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.62, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 2.13, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2024", - "score": 4.16, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2023", - "score": 0.71, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 1.97, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 23.25, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2020", - "score": 8.4, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2019", - "score": 7.65, - "grade": "AA", - "pdEstimate": 0.02 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -928,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1040,186 +732,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "039440", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.427, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.095, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.427 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1230,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1530,7 +1042,6 @@ }, "statusCounts": { "partial": 2, - "usable": 2, "blocked": 1 }, "gaps": [ @@ -1542,11 +1053,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.position", @@ -1605,11 +1114,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1668,8 +1175,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index ed1c3601ac38fcfabc31c0fefddaa3b0db1020c1..55a9b2f7607627284997aa227cf297fd95489da8 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -803,7 +803,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index ed1518d461982c065b85b8012539edad89e1c140..d790d775a3c904a25a5177ccefc15dffd4d21484 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,6 +611,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "039560", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 13.81, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 2.76, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 44.28, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 11.07, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 43.76, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.38, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039560/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 보통 수준이다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039560/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039560/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/039560/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039560/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 44.28, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039560/axes/자본구조", + "status": "derived", + "detail": "위험점수 13.81, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039560/axes/유동성", + "status": "derived", + "detail": "위험점수 38.41, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039560/axes/현금흐름", + "status": "derived", + "detail": "위험점수 25.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039560/axes/사업안정성", + "status": "derived", + "detail": "위험점수 43.76, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/039560/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB+", + "score": 33.32, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB+", + "score": 34.38, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 13.88, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2025", + "score": 32.8, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2024", + "score": 60.52, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2023", + "score": 57.27, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2022", + "score": 54.82, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 41.42, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 39.98, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2019", + "score": 52.14, + "grade": "B+", + "pdEstimate": 4.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.75, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 44점으로 등급 하방 압력", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -738,6 +1042,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "039560", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.263, + "direction": "positive", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.32, + "direction": "positive", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.263 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "confirmation" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "inconclusive" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "confirmation" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -767,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -893,7 +1377,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -904,9 +1388,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -951,9 +1437,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -970,8 +1458,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index ede510b5ff29645a785510d8ddf5e88c015256d9..86d29b9e271468d9c5bd499564708569352b3873 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index 3a65c4642e42b834955f98a6184232781ca74132..ec4e84d068424af1621d7151d6f03be4bf75f22c 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,15 +1492,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index 14a64e3d66191a5ea593eab5fee92da192a2ef99..b882271746fbca945827b0cba0e3482ca09a01ce 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index e43e88cd156178e75d45571a65505f8ddb47ed48..f99a41268d08eacebbad27e4ed97078d1f80c7ba 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index 8047e45d35dbf850af8fdbbfe01552660621ad4c..ae79ea43cfe068253089b94317538c074f7167a7 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index a200dd3091b2d5170a5f3e0f191c03a67a1f6737..77061e3e66c18e4beee683fc8120e8ba8a1d7f48 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,88 +1661,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:685015eb02b1", - "target": "039830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index f04b6c7e29d73b725543f4add791d63babd32d95..fdbec9eeb9c4c8163c162ce852521f2757cafee6 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index 1ce1d2f368ad79601654643e9eab3fb5134a152e..49d7306084218d4287b155f069efbabef1bcabb8 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index 62ce1f6f47a331ee70f7614ee51876620d962e72..bae73596ab6de1acc936636a5c30108960da90e3 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.14%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index dbb05b33d7dc3408c0a51b5c144220a8066b9d08..754ccf7ea45012a712b00b2bdec2a6755b99de08 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index 3d181ddf57eedfc2c6a13180476d77f1e308a1f3..b4680984894362573fe8f4f0aaf4ebe37ab34f9c 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index cdc65c9c05b007bf12aee528041940aae6b27de4..91e5ce454794338e9e16aa9ef2efee8051858e79 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 10.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,8 +1430,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 57ccb0649fc42c9ccd8f722e37fbc7655a4c8acb..43e372686ad5f14607f0ee5bed091e74c06195f2 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index 3221cfb6785f7013ee62ba1c394c17c43c8d441c..74e351a8c5007805618722ae178fd3036bace597 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index a0b10de93b851c5589a5ab113f0c50fbba561f53..d51e65e9820a9be2859391605d631d27e95eea58 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 8aed3d4ce4c70c3f83a720951a483d789ae3c231..7b3e17dbe3278c87baf5855b7fae7d8d8a9bc6a2 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index b14b36437840ec4e9febff318fec97b5cf277a06..93170e4a7116566d4a6c4983896b09911d086b9f 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -686,8 +686,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -718,10 +718,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -731,7 +731,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 25c6a80b142055549f639b3ac336c8a7ba63a88d..cf3277604542c7311aa6054ead2d9f18fd3ef00e 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index 7863418feb681cf358829779c1a1447005e46f46..1a6de4366d910be0fe28c691a6fb7095ad083f8d 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c69607954114", + "target": "041460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 526e64517b4292358285bdef5a110e8424925f99..7c62c60faa5aa0afa4c552d830c09dfff9930614 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index 3e7bbf60d4e2faa3a8fa0102f55ee9f1e84e943a..45258c29b1879f47a77932e633c29b01d3c3a209 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index e0857cb66bf64533ce72b7b9e0b8a0bc91aee526..2c17b6ec6290e1906f2ccc5b551acf711d8ca477 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -538,310 +538,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "041590", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.86, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 0.92, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.18, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 61.95, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.29, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 60.74, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 15.19, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/041590/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/041590/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/041590/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/041590/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/041590/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 60.74, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/041590/axes/자본구조", - "status": "derived", - "detail": "위험점수 0.92, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/041590/axes/유동성", - "status": "derived", - "detail": "위험점수 30.00, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/041590/axes/현금흐름", - "status": "derived", - "detail": "위험점수 61.95, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/041590/axes/사업안정성", - "status": "derived", - "detail": "위험점수 41.35, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/041590/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB+", - "score": 35.86, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.0, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 0.41, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 36.63, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2024", - "score": 37.83, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2023", - "score": 56.09, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2022", - "score": 47.76, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2021", - "score": 56.92, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2020", - "score": 56.94, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 57.77, - "grade": "B", - "pdEstimate": 7.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 0.75, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 62점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -852,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,156 +665,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "041590", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": null, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.468, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.285, - "direction": "positive", - "sourceRef": "expectation.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.468 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": null, - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1129,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1148,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1273,8 +819,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1285,11 +831,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1334,18 +878,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1363,7 +898,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index ccd748a9a29af4f71f160229d7a1f70ac06123f4..49c2f3c629c1804578c7b6ebe24ff952c62b2725 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index 92021b9bf68570dd45ae571117c1a41d7bf47612..b416b6d3f3b0acfa09dc3df04bfa7e220d002f0d 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,6 +610,309 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "041830", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-AA", + "summary": "dCR 위험점수 5.27, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 0.61, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.12, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 30.0, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 4.5, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 22.39, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 2.24, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041830/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 우수하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041830/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041830/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/041830/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041830/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 1.11, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041830/axes/자본구조", + "status": "derived", + "detail": "위험점수 0.61, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041830/axes/유동성", + "status": "derived", + "detail": "위험점수 30.00, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041830/axes/현금흐름", + "status": "derived", + "detail": "위험점수 5.00, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041830/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.39, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/041830/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-AA", + "score": 5.27, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-AA", + "score": 5.65, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.유동성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 0.41, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2025", + "score": 1.06, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2024", + "score": 0.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 0.13, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2022", + "score": 0.16, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2021", + "score": 0.14, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2020", + "score": 0.4, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2019", + "score": 0.18, + "grade": "AAA", + "pdEstimate": 0.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-1", + "pdEstimate": 0.02, + "notchAdjustment": null, + "divergenceExplanation": [ + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,6 +1040,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "041830", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.136, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.005, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.136 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -766,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1375,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1386,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1435,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1456,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index c620296169f729cb49fb224ae348d44f90c29409..aadee934d777324084b0b190c9e0c0f9fc74eab5 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index 98ec056d140ba81e36777372adddc73ba6efdb8d..ce3a7f4bc0487f5bd07e446b87e82bf307dd8964 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index b97156a126aae4eb9430bad488034ab1cf10cc5d..6eeb51232967278b5759f45f8ce39da8dd7e6701 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index bc6043f72d9004518d506cf2cc53f0c6dba5ea74..c3b9c4461f16ee6ffd7285d6d34fd6592d3bd7db 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 8dc458f8d34e11f801267da6032e2da6f05ca473..bf0c75faa7aa80be682e154d21f320728079fc72 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,15 +1041,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,88 +1443,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5595753f5e33", - "target": "042000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.629 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 4f9902da07abfa7200fd6d5fb752bc39e1691592..38a6300c24e5b04681ab2374c92db20fe21e9bc8 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1468.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1459.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1596,7 +1596,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1618,7 +1618,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1636,8 +1636,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index 7fa0509d4eaef631732f4dc59c4e0b45a7989650..5764677c8d507adec95fd35451ef4a23bd35d123 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index eaea331b4ef5bab4b89d7022f2f1c0fd76b7d158..e0c83fd39503e35a9826dcc714d556e652bf364f 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -883,19 +883,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -916,8 +916,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -962,17 +962,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1035,13 +1035,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1050,7 +1050,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index 3504806a24325c2ad83fd5640d4c2f425fdc7e2e..5c9c2b81b10a9471db4d424700fe91abafeb212c 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 8.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 8.53, + "grade": "dCR-AA", + "score": 7.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.64, + "grade": "dCR-AA", + "score": 7.64, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 991b50becc1d04ec898b2d0a89f3f4a6c93131b3..5b76d26e5e70d7674ef6ef0e3577094bc6859f01 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index acc307ee4622229619df9248a83a5a9ae4652113..f80ef140a3b514b37abc1ea39a4aff9f77b9b02b 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index d9436bc8cd27c3fa813312ee857f6162ed6b9671..2e94b88f74d31947b260bf1a2e6030117f87e4f0 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index 14061eaabd73cff914497933264a81bc6237e3ae..2f67bbcdbe0f864c5a35981b0442343b1f334df5 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 2926d1734e95dbaf5f81aec96d06a867b617c89d..26ed67ee8ee669a56cc3a99023a2f1f68220a69c 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,8 +1609,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 043a4660ad82637a4c74a677b0120c51d71bfb71..453506cecba1cd80d7fb9e633f338c90cf701b12 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -741,19 +741,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -767,8 +767,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -780,7 +780,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -800,7 +800,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -812,16 +812,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -832,7 +832,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -889,7 +889,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -898,7 +898,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -957,10 +957,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -975,10 +975,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -989,7 +989,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index b455e2399fdd00f064c0017301c3ae01279eaf85..0e4631e98ea4c69e75ddb4ff8847b4634bcd266d 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 9def4adfe7b669ec4d8e535c216e58658d4c2b58..06b85e34764fed0acd276a2edccc10d67372b62e 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index d31f1431351fdc5fc02f27f4c070a2284fd79072..5b2da1ce31d17ed616a899deaeecf20ebdf238eb 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2137.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2188.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index 9991422b5304f4954ecf079ed60f2ffe155f49de..1ff7db8b2e9bd333e856ba91bc44cfa726cff335 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index b40bca6ddc974a410cbc986cdf8fc8a775375b0d..6b7af43d67288e203f155f1a54c237f0719741c3 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 5626d9d8af6ce6807856fb47faf70f413215a3c0..e8e9435277405c62854a1f95b266a64be99b1384 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index 9b1b6ae9b29393a41a8a8e03ce4dddfe5ed30a2b..84b6d480748cfd6c7e61c9937c15634afd929282 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,311 +611,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "043220", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 6.96, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 1.39, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 38.99, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 3.9, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 65.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 60.02, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 15.01, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/043220/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/043220/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/043220/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/043220/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/043220/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 60.02, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/043220/axes/자본구조", - "status": "derived", - "detail": "위험점수 6.96, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/043220/axes/유동성", - "status": "derived", - "detail": "위험점수 45.05, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/043220/axes/현금흐름", - "status": "derived", - "detail": "위험점수 65.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/043220/axes/사업안정성", - "status": "derived", - "detail": "위험점수 38.99, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/043220/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 50.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB-", - "score": 42.14, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.08, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 7.53, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2025", - "score": 42.71, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2024", - "score": 53.78, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2023", - "score": 21.65, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2022", - "score": 39.07, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2021", - "score": 43.76, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2020", - "score": 18.56, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2019", - "score": 19.38, - "grade": "BBB+", - "pdEstimate": 0.15 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 2.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "현금흐름 축이 65점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -926,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,186 +738,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "043220", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2025-12-09", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.01, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.21, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.75, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.01 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2025-12-09", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2025-12-09", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.75 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-12-09", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +785,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1421,8 +936,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1433,11 +947,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1482,11 +994,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1510,8 +1020,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index 18d47bd411bdb18e9582ee88dc38ecf0f4960f1b..a963ed45aafe9fb299450ca9de8b65312a51d3d5 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index f958568c1499f8da19fd9b70ef1bf039ca005d1e..2cd1bb2857966f37bca481adc8c09f19dd73ccb7 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,6 +619,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "043340", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-27" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.06, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 22.4, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 2.24, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 81.6, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 20.4, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 51.78, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.77, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 과도한 부채로 구조적 위험이 존재한다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/043340/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/043340/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/043340/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/043340/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043340/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 81.60, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043340/axes/자본구조", + "status": "derived", + "detail": "위험점수 49.41, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043340/axes/유동성", + "status": "derived", + "detail": "위험점수 25.86, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043340/axes/현금흐름", + "status": "derived", + "detail": "위험점수 51.78, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043340/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.40, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/043340/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB-", + "score": 44.06, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB-", + "score": 45.16, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 31.11, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2025", + "score": 32.26, + "grade": "BB+", + "pdEstimate": 0.75 + }, + { + "period": "2024", + "score": 27.47, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 59.54, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2022", + "score": 57.07, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2021", + "score": 67.44, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2020", + "score": 48.44, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2019", + "score": 43.67, + "grade": "BB-", + "pdEstimate": 2.5 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 2.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 82점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.39%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -629,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,6 +1052,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "043340", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -756,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -775,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -900,8 +1346,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -912,9 +1358,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -959,9 +1407,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -979,7 +1443,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index c5ce052c5645ec903a4ac245e40c0183f3ed7a38..4a21fda1762cdcc81c81324432f83828fe03212b 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index c2390cecc4c9373afe76e4efec7c9f2e3f43b99b..1f05232e2ec4900ad60c6afd45c4610a380f01c4 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index 49b8c130e24b1474e6360993ed4863ceef20a3af..83c96dcfba393977f8d4ea3eba888a5cf0b4b41b 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index b2b7d49ff93600642503ddbef4af884a5637a5c0..926c24ab7fbc15f20a077c4ac948703fcf3ee6a3 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,12 +1660,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bdd83f7e1959", + "target": "043610", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.632 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 51833b1a717a61dfe8ec888371ac61fde8acebdf..4820052fc2c44b677fdf7a4814d5a3e3a74cf6c4 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 801dd50867114706c157ce5e4943a5214fb77ffe..7c71a9dc1d14401bf9b93ec55f24cbbe9914e796 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 23.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 19.87%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index 5186cdeb29d849c846cbfd5d0ff566ed52597ba9..aecb0a2bd8ed63562dacf83990659df632a752d8 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index 0e62ba15e6ff963a806c9b0b2311ddcd9b9d6458..390ed11385ca201822c78c1f4995462a2140e3d9 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index 328a192e6bae8bb8add6e2f35440d4c0d96bb94d..3387fe5f3f44dd3ac0dcbcad4db75f738b930892 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 613.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 614.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index f944198ea4f26eb2107f118d8112807d00a5afee..24505932adfdab7db5ebcffef9a895122e4a0b93 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index caa4dbb4c33f6680a93de272a9e1972c3555bbba..b8595478188c5b33b16875bd0d37912990202401 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index 515e8182987cca08b4883e3f10a47c93c075045d..1ec0f005e49f5a1bf74c09a88ab9f4b3caa7f396 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index 194001b4d2c360c1cbf3c7d3458cb707ddb0feb1..175bb72b4da1aac4486bb5e9db234b582bc1aced 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 136.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 128.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9568fb17eabf", + "target": "044480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.771 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 183fc139328af86f5d3c662fba58fee4400a152e..c373dbc42fbc62cdbae9594cd6a357d875e0c379 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -917,7 +917,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index e5777ff035756af1c3a1872b9e5648ed4a62b963..2d7798333c4bd1fb0036cd2da358afaa91d6f16f 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index 895f81a4c9a60354d6c300e24d111f8b4b6203d6..a9465422594d19ec3fb637f2f602ac174d26b6ec 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index e339bc2af260c4d3fd71cdde270588cc821f6e49..1228e523a3f8e19438a91414a9c1d6266b030910 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index 12d6cd20104a1955660edd17c136c67e55fa1e96..ec7fed4d760b4a3e281d2fe5da69a8321fb23a64 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 5af5811442843aa2a4374874872547cfbeb6b9d9..e2cf53e3162b712e2995ce2b0ec3b03bdb447652 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3fc16734a330", - "target": "045060", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 3a70fc68670cac44d19905b0c5c127215befc1c6..0320a899db343ab7e270adf87888c578caae9c85 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index 2656a9fac1cf4cd898eb1262ac60e63ae7625c15..9bab7e2b47be29102cd3f63b4c8de6d640ca8ce6 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index c4faf901c46d53d2233a6d45e0232fa97911023d..d26a2825692c21a4b99cf9fab2bfc4844ed264c4 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,310 +621,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "045340", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2023", - "retrievedAt": "2026-09-20" - }, - "period": "2023", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.20, 전망 부정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 0.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 58.22, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.73, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 6.22, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 0.62, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/045340/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 우수하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/045340/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/045340/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2023", - "period": "2023", - "status": "derived", - "sourceRef": "dartlab://credit/045340/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/045340/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.32, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/045340/axes/자본구조", - "status": "derived", - "detail": "위험점수 5.23, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/045340/axes/유동성", - "status": "derived", - "detail": "위험점수 58.22, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/045340/axes/현금흐름", - "status": "derived", - "detail": "위험점수 0.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/045340/axes/사업안정성", - "status": "derived", - "detail": "위험점수 6.22, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/045340/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA-", - "score": 9.2, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.41, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 2.44, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 3.8, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2024", - "score": 4.22, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2023", - "score": 2.25, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2022", - "score": 2.04, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2021", - "score": 3.11, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2020", - "score": 4.72, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2019", - "score": 6.02, - "grade": "AA", - "pdEstimate": 0.02 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-1", - "pdEstimate": 0.03, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 58점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -935,14 +631,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,146 +748,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "045340", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "knowledgeBoundary": "2026-09-20" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1202,10 +758,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1221,10 +777,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +804,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1426,8 +982,7 @@ } }, "statusCounts": { - "partial": 4, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1438,11 +993,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1487,25 +1040,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1537,7 +1074,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index 1936f3d9ea588c888e9e49f18d790b121bbbab01..97a4b8b52dede08cfdb8168aa1a7781db697e295 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index 62ebc2acfde3bd90691022e0d7d986f135629ac7..7b6b69f7f24bf53e554fbd3eda54c546bcb20816 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,6 +610,310 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "045510", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A-", + "summary": "dCR 위험점수 17.53, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 5.79, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 1.16, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 17.5, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 2.62, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 14.77, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 1.48, + "sourceRef": "axes.사업안정성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/045510/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 양호하다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/045510/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/045510/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 적정 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/045510/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045510/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 6.67, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045510/axes/자본구조", + "status": "derived", + "detail": "위험점수 5.79, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045510/axes/유동성", + "status": "derived", + "detail": "위험점수 11.61, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045510/axes/현금흐름", + "status": "derived", + "detail": "위험점수 17.50, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045510/axes/사업안정성", + "status": "derived", + "detail": "위험점수 14.77, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/045510/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A-", + "score": 17.53, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A-", + "score": 18.63, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 18.71, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2025", + "score": 10.2, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2024", + "score": 43.35, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2023", + "score": 13.51, + "grade": "A", + "pdEstimate": 0.06 + }, + { + "period": "2022", + "score": 51.79, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2021", + "score": 37.03, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2020", + "score": 18.87, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2019", + "score": 28.47, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 0.08, + "notchAdjustment": null, + "divergenceExplanation": [ + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.36%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -620,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -737,6 +1041,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "045510", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": 0.107, + "direction": "neutral", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.065, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.5, + "direction": "positive", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.107 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.5 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -747,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -766,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -789,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -797,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -892,7 +1376,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -903,9 +1387,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -950,9 +1436,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -969,8 +1457,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index a09439097265565442c75d60638f9952318a52c8..cfee6847a4e8f0c28e9a983b7a408f10133f6697 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 11.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index 6cb630df896ea6c11d335bdfd1be221bba3e9da2..4018f86becdddec871d7c49469335cd1763a8a95 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index f5f155f35c87a491d208d5fdee5ea8acef634e02..b115d6da790d68fa651a368c73211610347aff9a 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 7845a29a106804149e3ce1b3bbd1d8f1f7af5ea6..1904df971b2224b45fbebc73dea41f6d0cad8659 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 138.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 140.54%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index 12fc62cfc98083df8fc5c06efe80a2b93d8d07ee..6bb178c65a82da5295a4dd1fffb484d925facd01 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index c5a8a51096df62ecc2e65d4d21b126a25c422c58..5872d2a5c38eefd0700374d5450b5af587f64a10 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 1e39cfc32232c455836d20fd1c5705fb680f6472..ecd9d486a311504d34ae655f6bd72feb60c310a9 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index ad970d9455233718c3b84482dc8d551aafae5938..8653b81d1e4f678da0f416e666fe85b32de7f9df 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1379,12 +1379,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3988cd4587ff", + "target": "046390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.246 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index 6d63379eeb1050147d113dc8f39c381b7e39feaa..79667d2b81e1facdf152ff62fe880099981b83bd 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index b4fb2a6ed318ad0f2ac14e5bba009775436a493d..0764f5887aab41bb4dd9a14af1fd605429955777 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 90c16f9e2479280113c0173b913291a3e0f1bb45..2c8a28b34a674baef5ca2de5cfdeb6f2ecc28f92 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,15 +1602,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 4e2ea79438914fcc3bd7a19c7db21f20afdb70b5..f15eb0d3a9251281c7647ec5418cf09f0da5cb5e 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 5b244b7459d0ba2c4d6ea8c6ca506b25014954be..2811dddf3b8e208a8a44be5a7758fa209ceea9b0 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index 175379756d197bbe0556c95264de5d5c7a5ffc2f..fc0664e3f1ca294d086ee27f48f01a4f18e01791 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,88 +1460,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:956fce66f337", - "target": "047040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index 9b976ce1691c1036e79656d276680f0ae078166e..81eeaba2f99f6d609b058fe0db8e7c269220b2e6 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,17 +620,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", + "label": "dCR-BBB+", "summary": "dCR 위험점수 23.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", + "grade": "dCR-BBB+", "score": 23.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", + "grade": "dCR-BBB+", "score": 24.61, "assumptions": { "scenarioStress": "moderate" @@ -906,12 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { - "totalNotch": 2, + "totalNotch": 1, "reasons": [ - "중대형기업 (매출 32조)", - "시가총액 10조" + "중대형기업 (매출 32조)" ] }, "divergenceExplanation": [ @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index cecc8651764ec2ba3b805977e9a0b828efc9fa9d..240f673bd5149dcecbce142fad20f045d7f16983 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index b8ffc53ef56c354a4418da3ff4052c58a677cb49..7d6a894521d0fbe73408a32fb01738bb59c0506d 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index c11514ebc7000352e79777ac7ef335574330b74e..98fe9aedf7b5078f5d42fb5ef9f53de10474ff94 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 21.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1554,88 +1554,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b0a8700000fd", - "target": "047400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.245 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index 2c0757ca40d3c8e9f579f7cfac1c88a1275631fe..6a0f9561d28d9375272150ebde6a6c6c312058d2 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e27ed5bdfac7", - "target": "047560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.648 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index 067d551996f04400e22355c3d377171fed0a79f7..0108ca33ae29e0b459a6c59f0634815b0c82cf12 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index dce04253605f0c4baa29bf651514b1bebf18f42f..75ab3589787d311cc92f6385a92b0cc09b0b941b 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 12dec3fbd03603a5cd8ec0082be7cff4b541bc4c..ed7dd82828b303ca42f19e0bfd9bc305747e2d9b 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,321 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "047810", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 41.00, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 20.31, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 2.03, - "sourceRef": "axes.사업안정성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 65.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 60.92, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 15.23, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/047810/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/047810/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/047810/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/047810/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/047810/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 60.92, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/047810/axes/자본구조", - "status": "derived", - "detail": "위험점수 32.22, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/047810/axes/유동성", - "status": "derived", - "detail": "위험점수 39.55, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/047810/axes/현금흐름", - "status": "derived", - "detail": "위험점수 65.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/047810/axes/사업안정성", - "status": "derived", - "detail": "위험점수 20.31, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/047810/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB+", - "score": 41.0, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 42.64, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 35.4, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2025", - "score": 49.79, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2024", - "score": 43.28, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2023", - "score": 36.1, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2022", - "score": 31.33, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 39.98, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 28.0, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2019", - "score": 16.27, - "grade": "A-", - "pdEstimate": 0.08 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-6", - "pdEstimate": 0.75, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "시가총액 13조" - ] - }, - "divergenceExplanation": [ - "현금흐름 축이 65점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -935,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "047810", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.52, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.04, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.52 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1242,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +892,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1398,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1447,11 +950,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1468,8 +969,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index 094eec1a3db7d5c62bdeea58ab4de76dfe201fdf..d8ee5232aa53ec2411a0dbf23d88ae6890729fd3 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 5602265cd7066c812652773c3fa5f3cce238a2b7..7ebaf1a9786dcdb55763e83db4fd617ea11abecf 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,6 +622,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "047920", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2023", + "retrievedAt": "2026-09-27" + }, + "period": "2023", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.13, 전망 부정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 4.42, + "unit": "riskScore", + "direction": "positive", + "weight": 20, + "contribution": 0.88, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 60.52, + "unit": "riskScore", + "direction": "negative", + "weight": 25, + "contribution": 15.13, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 56.97, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.55, + "sourceRef": "axes.현금흐름" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/047920/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/047920/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 건강관리 업종 기준 취약하여 즉각적인 개선이 요구된다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/047920/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 부족하여 차환/유동성 위험이 높다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2023", + "period": "2023", + "status": "derived", + "sourceRef": "dartlab://credit/047920/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047920/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 60.52, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047920/axes/자본구조", + "status": "derived", + "detail": "위험점수 4.42, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047920/axes/유동성", + "status": "derived", + "detail": "위험점수 45.29, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047920/axes/현금흐름", + "status": "derived", + "detail": "위험점수 56.97, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047920/axes/사업안정성", + "status": "derived", + "detail": "위험점수 43.98, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/047920/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BBB-", + "score": 29.13, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BBB-", + "score": 29.71, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.채무상환능력" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 4.77, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2025", + "score": 4.43, + "grade": "AA+", + "pdEstimate": 0.01 + }, + { + "period": "2024", + "score": 2.99, + "grade": "AAA", + "pdEstimate": 0.0 + }, + { + "period": "2023", + "score": 40.25, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2022", + "score": 42.18, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2021", + "score": 50.24, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2020", + "score": 46.59, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 30.5, + "grade": "BBB-", + "pdEstimate": 0.4 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-6", + "pdEstimate": 0.4, + "notchAdjustment": null, + "divergenceExplanation": [ + "채무상환능력 축이 61점으로 등급 하방 압력", + "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.99%). 최근 주가 하락이 반영된 결과", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -632,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -749,6 +1055,146 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "047920", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -759,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -778,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -903,8 +1349,8 @@ } }, "statusCounts": { - "partial": 2, - "usable": 1 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -915,9 +1361,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -962,9 +1410,25 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -982,7 +1446,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index eedb36351a58d930c4dd328c5277033cc148f8e4..e92a3d2636c893266ccd091253b41fc8f2691986 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 8c32b258bc4bd77193f65057d2ac8fee5623cfb2..76bc876b93c89ef8e8f0b7230f7485087498cec0 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,12 +1378,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d915d0bc6b75", + "target": "048410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.241 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index b710fffd61b5ab48a0c02ac2f42db936792accd6..5d47a0aeff6ccdeedc5e4ea62179ed909437b689 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index ddc2eb189b3885b45be9dddf2275531701865a5e..943ebbe5fe3b858b4a67b7ffe11e81113189f4e6 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index ae3de93d4888cb27f237e86ef8a3f82b34541c0a..eacd6a56fbdcc07cf364b3869b77f05db6b1d66e 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index fcb510ce9e14554bbc62ba02e09a8d20f1508f00..de3ba3bbc7c9e13fbc441e490f0e2c3ba9f7c9b7 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 34a0ddb7c6e1d1b2ce5d206bd85ca99e713fc386..8ed812a74fe202f7af42a91cd702fc21c8abe5b3 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index 1c242923830f843b0863311158c0cd641bacbf92..a8ca25d4fa61b126fba5efd2a3b0569179ce943f 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index db2ea8f7c8c07c90236b866a6d9e9527107577ec..67d277ff8c62b45aecb14ef1ea023b30df8cd613 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index 977a67a4735d9842bab692a3f046f0cd865bc4ce..ce5865e0d9b1e13649501aec72af652d29888c1f 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index cf17ff37ec3be1341cfb6aa29fab8ea533d47729..eca635a18f145c8329f0be221d579ac567450ad8 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0db3764c8a78", - "target": "049070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.656 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 4c8c3af58cf33bed113ecd811831b9496c1de810..e75e404694bd72c6fae206f1ad7a9611245d415f 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,15 +1594,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index c1f90aeb0fb775f4289a8b166bdbf1960a7d586d..52908ad05f7b72b6a99006fdf114d4ecd3c46f2e 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,18 +545,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 57.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 54.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -740,15 +740,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 57.6, + "grade": "dCR-B+", + "score": 54.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 58.39, + "grade": "dCR-B+", + "score": 54.71, "assumptions": { "scenarioStress": "moderate" } @@ -831,12 +831,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 29.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index 8f8fb33b893f84a20be83dc65505a4367d0bf074..c6fcb734b19360234bfa5fba7ac34848df9e9192 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index da3c190df51ba82953d4544775fd0ab09ad6910f..7140ae0b8fee2e928b57885a41b8f5bb89d9bcf0 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index b8b1e47b726ccda3fd69b819e77906bc89a1634e..ff4c9066bc55354001cc912540717acb77aac988 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index 1fbbbb96381d9268ae3dd9ca7b2e564f29642d45..d69bc4ef99df560a1103131ea2db7d0db84e3b61 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index ef41ba5ea357d9ff04cf421c0e6e8add15e52f7a..4d955c23fe42184260a21f3154721cfb0c81024c 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 3d504bfc4d888d9f15061609765ba798df2bb112..413c15bf0440be6ef010580d329dc68ab5ee00a3 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 9117faf4f1c998cbb9aca07b77f6e948623c1866..7368c28d3c6c8c06feca8ecca95d6fe8e4c40af1 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,88 +1595,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8e61462e6c32", - "target": "049550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 4a57a1bf7bbb723ba493c04ccdbc382cd1970834..2dd904f3a4a97859badc4a26102e29608a5d283d 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index a91151905556ddedfe9df9f57105144d7017bcd4..b9f4072824df168d70e8015e8ae9b50635c175f7 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,309 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "049720", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-09-20" - }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 5.68, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 0.0, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 20.0, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 3.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 8.22, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 0.82, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/049720/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/049720/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/049720/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 매우 충분하다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/049720/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049720/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 0.00, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049720/axes/자본구조", - "status": "derived", - "detail": "위험점수 4.43, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049720/axes/유동성", - "status": "derived", - "detail": "위험점수 3.21, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049720/axes/현금흐름", - "status": "derived", - "detail": "위험점수 20.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049720/axes/사업안정성", - "status": "derived", - "detail": "위험점수 8.22, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/049720/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-AA", - "score": 5.68, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 6.22, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.현금흐름" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 9.46, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2025", - "score": 3.34, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2024", - "score": 3.81, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2023", - "score": 5.51, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2022", - "score": 7.98, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2021", - "score": 10.43, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2020", - "score": 16.53, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2019", - "score": 11.56, - "grade": "A+", - "pdEstimate": 0.04 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.02, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -923,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "049720", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "knowledgeBoundary": "2026-09-20" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.75, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.015, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.75 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-09-18", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1230,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1375,7 +892,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1386,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1435,11 +950,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1452,88 +965,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:39f3ace32fca", - "target": "049720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index cce61037919feb0a4cc62eaf049ebb3b29bf7cf6..5c16306fc05e026961a1492eeb089f26c850af79 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 137d1a56f284693982d682b1e620fb9932eba8ef..15e0ccebb7ca20ac9ad49a3b0e50c07ac44c3f5f 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,6 +612,312 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "049800", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-BB", + "summary": "dCR 위험점수 40.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 12.77, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.92, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 52.75, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 7.91, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 42.77, + "unit": "riskScore", + "direction": "negative", + "weight": 30, + "contribution": 12.83, + "sourceRef": "axes.채무상환능력" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 양호하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049800/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049800/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 산업재 (캡티브금융조정) 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049800/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/049800/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049800/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 42.77, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049800/axes/자본구조", + "status": "derived", + "detail": "위험점수 12.77, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049800/axes/유동성", + "status": "derived", + "detail": "위험점수 42.06, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049800/axes/현금흐름", + "status": "derived", + "detail": "위험점수 52.75, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049800/axes/사업안정성", + "status": "derived", + "detail": "위험점수 22.38, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/049800/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-BB", + "score": 40.74, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-BB", + "score": 41.61, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 39.84, + "grade": "BB", + "pdEstimate": 1.5 + }, + { + "period": "2025", + "score": 54.38, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2024", + "score": 63.35, + "grade": "B-", + "pdEstimate": 10.0 + }, + { + "period": "2023", + "score": 53.26, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2022", + "score": 19.67, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2021", + "score": 27.36, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2020", + "score": 44.48, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 75.16, + "grade": "CCC", + "pdEstimate": 15.0 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-4", + "pdEstimate": 1.5, + "notchAdjustment": null, + "divergenceExplanation": [ + "현금흐름 축이 53점으로 등급 하방 압력", + "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -622,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -739,6 +1045,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "049800", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "medium", + "score": 65.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.258, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": 0.005, + "direction": "neutral", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.258 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -749,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -768,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -894,7 +1380,7 @@ }, "statusCounts": { "partial": 2, - "usable": 1 + "usable": 3 }, "gaps": [ { @@ -905,9 +1391,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -952,9 +1440,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -971,8 +1461,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index 182026ef50635cdd493b09c93b9bca473762d9da..6217987e87a8defff59286044a213c440401ddff 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index a5da61519799a63998da8a2ba4749a7655bcf419..7d03b00beaa18dc85d4b4a7b0a7e36c41e0d2151 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3e5292b016ee", - "target": "049950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.743 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index 5b8ce383d7614684a8aef081cd6546571f00091d..85d13bc3e7dd84fbfbf94c76801e18a11d94bd2b 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index 7ea637fe9d22e4a282c6c72c46aa0f94a44b52ea..82755c0dda21a5a4184ee2686d57a24f92c4e154 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,8 +921,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -934,8 +934,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,10 +952,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -965,7 +965,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index e1fc790848981cbf8fee76d67829df2ea02ceabb..9f2c15219f0e3db4819be035284ab32e5109d7a0 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index ad74c24255181c0afdfe741fcd9f0c22cbb97937..7ace76ddbc5c8cee82528eb8428c8774c1b7c1f0 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -964,19 +964,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,17 +1043,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1122,7 +1122,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1131,7 +1131,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1589,8 +1589,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index 18125f5fe1805277bd8f2a716050243e1a9116f6..4f662a87dfd0726d618c9c96f1ada50879e0d969 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index cdd51526b884dc5d9347e2a41972670f47372cbe..1bffe98d111aeb55d7948aee7563e27e47c319c2 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:84a7ba82a7a6", - "target": "050760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.749 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 965ba4ee04caf716da50767bb0182b67e043e837..35d7609d3979d7f9c2e2f5c09854f9fef881491a 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index 75e3aea623629b177b24c8cb799b9a49b3a9c736..d6cac10eaf78c42f1d57c459aeb3bb72db6f0ba7 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.14, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.42, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.14, + "grade": "dCR-A-", + "score": 17.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.4, + "grade": "dCR-A-", + "score": 18.61, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index 3adb08f3e399730310681e33c3bafe09d87a5870..419625a0d2f573ce6b14067b9b79b9ee4afbe479 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index 04df4b44ed0d8fa161eb5504abe915d65abecd25..45357abde4a5c93d2ef1b0bab6842dd79f3398e7 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index 47e653d6c19e63c0943dfc66364d0436c0f70af2..253d97d4a765bff2c602f3e18b47472cdabcd5cc 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 646c0382ce667180cbc04be5dcabed66635168a2..4fbf8c2fc2e9a3eaae1829e8619a023096706037 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index f0f6fff657e303c9117ddb955b565c4db9336ce3..c1938d41970644c69b22fb4d6bfe3846b1c0f318 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index f70c5469348690449c3ea57a7bfa412ea7456b53..c9d411f87b245f0752155d23bf69a70a29d9a4f1 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index 08ed54d28eadbde1c1cf59133aceb3e2301dc33a..9d33fdfddce3478c373032135417050cfbfe14c4 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index f693d55f10f6056f80145cd62a9e2fd853782d8d..1c36bd512f2b8a38b6f63de0b8829c52c0dffc25 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 259854111b45ce5fcc9cb83b0658bc5f7771acaa..6e57b1ad61b6b0e3f2efe415ae41b0e2027c2260 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 8.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,8 +1605,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index 9e853833102f781e86e1e1bd4ae73106635cc71d..fda644113b6e2a259f1591ed3a01d3c8aa592152 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index 3c4bac83abcebef7ecaa16ecb1d7e08f64ea19ac..eefebe7c8ff5672c3916fa966af319882509bb06 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index 2946d12549f23fa1878e59298d8f862042d89640..40a566237949d49cc5e4ce31653129564ec18349 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 117.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index f9e38dfdef339fa5876e7678208719ca8b0efa70..5a5b22020fb1aca9a05146649f7e95ebf92b47ca 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index 18a3347680ba919dc1827206bf93171a2e2bae7e..8c81b98731a27bdc1bc063f08c2234bd92548092 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,6 +611,320 @@ } } }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "051910", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": "2025", + "retrievedAt": "2026-09-27" + }, + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "dCR-A+", + "summary": "dCR 위험점수 27.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + }, + "confidence": { + "level": "high", + "score": 95.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.재무신뢰성", + "label": "재무신뢰성", + "value": 0.0, + "unit": "riskScore", + "direction": "positive", + "weight": 10, + "contribution": 0.0, + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 3.5, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 0.53, + "sourceRef": "axes.자본구조" + }, + { + "id": "axis.현금흐름", + "label": "현금흐름", + "value": 58.2, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 8.73, + "sourceRef": "axes.현금흐름" + }, + { + "id": "axis.유동성", + "label": "유동성", + "value": 37.89, + "unit": "riskScore", + "direction": "negative", + "weight": 15, + "contribution": 5.68, + "sourceRef": "axes.유동성" + } + ], + "claims": [ + { + "id": "credit.capitalStructure", + "label": "자본구조는 매우 건전하다.", + "comparisonKey": "capitalStructure", + "basis": "creditNarrative", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/051910/axes/자본구조", + "evidenceRefs": [ + "credit.axis.자본구조" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.cashConversion", + "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", + "comparisonKey": "cashConversion", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/051910/axes/현금흐름", + "evidenceRefs": [ + "credit.axis.현금흐름" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.debtService", + "label": "채무상환능력은 소재 (캡티브금융조정) 업종 기준 양호한 수준이다.", + "comparisonKey": "debtService", + "basis": "creditNarrative", + "direction": "neutral", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/051910/axes/채무상환능력", + "evidenceRefs": [ + "credit.axis.채무상환능력" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + }, + { + "id": "credit.liquidity", + "label": "유동성은 주의가 필요한 수준이다.", + "comparisonKey": "liquidity", + "basis": "creditNarrative", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://credit/051910/axes/유동성", + "evidenceRefs": [ + "credit.axis.유동성" + ], + "falsifierRefs": [ + "negativeOutlook" + ] + } + ], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/051910/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 16.40, 가중치 30%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/051910/axes/자본구조", + "status": "derived", + "detail": "위험점수 3.50, 가중치 15%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/051910/axes/유동성", + "status": "derived", + "detail": "위험점수 37.89, 가중치 15%" + }, + { + "id": "credit.axis.현금흐름", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/051910/axes/현금흐름", + "status": "derived", + "detail": "위험점수 58.20, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/051910/axes/사업안정성", + "status": "derived", + "detail": "위험점수 32.83, 가중치 10%" + }, + { + "id": "credit.axis.재무신뢰성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/051910/axes/재무신뢰성", + "status": "derived", + "detail": "위험점수 0.00, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": "dCR-A+", + "score": 27.31, + "assumptions": {} + }, + { + "id": "moderateStress", + "label": "중간 하방 스트레스", + "grade": "dCR-A+", + "score": 27.97, + "assumptions": { + "scenarioStress": "moderate" + } + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.현금흐름" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory", + "narratives" + ], + "gradeHistory": [ + { + "period": "2026", + "score": 22.31, + "grade": "BBB", + "pdEstimate": 0.25 + }, + { + "period": "2025", + "score": 30.24, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2024", + "score": 29.39, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2023", + "score": 18.24, + "grade": "A-", + "pdEstimate": 0.08 + }, + { + "period": "2022", + "score": 29.03, + "grade": "BBB-", + "pdEstimate": 0.4 + }, + { + "period": "2021", + "score": 10.26, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 19.11, + "grade": "BBB+", + "pdEstimate": 0.15 + }, + { + "period": "2019", + "score": 20.65, + "grade": "BBB+", + "pdEstimate": 0.15 + } + ], + "coverage": { + "validAxes": 6, + "totalAxes": 7, + "validWeight": 95.0, + "totalWeight": 100.0, + "weightCoverage": 95.0 + }, + "eCR": "eCR-2", + "pdEstimate": 0.04, + "notchAdjustment": { + "totalNotch": 5, + "reasons": [ + "중대형기업 (매출 46조)", + "캡티브금융 별도 D/EBITDA 0.0x (양호)", + "CAPEX집약 OCF양수 (투자 사이클)", + "시가총액 12조" + ] + }, + "divergenceExplanation": [ + "현금흐름 축이 58점으로 등급 하방 압력", + "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", + "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" + ] + } + }, "industry": { "schemaVersion": 1, "identity": { @@ -621,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -738,6 +1052,186 @@ } } }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "051910", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "knowledgeBoundary": "2026-09-27" + }, + "status": "usable", + "conclusion": { + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + }, + "confidence": { + "level": "high", + "score": 100.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "fundamental", + "label": "공시 이익 변화", + "score": -0.718, + "direction": "negative", + "sourceRef": "fundamental.score" + }, + { + "id": "expectation", + "label": "시장 기대 프록시", + "score": -0.725, + "direction": "negative", + "sourceRef": "expectation.score" + }, + { + "id": "price", + "label": "가격 반응", + "score": -0.25, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.718 + }, + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "derived", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental", + "quant.expectation", + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "deteriorationPriced" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.25 + } + ], + "evidence": [ + { + "id": "quant.fundamental", + "kind": "disclosureFundamental", + "sourceRef": "dartlab://quant/earnings", + "status": "derived", + "observedAt": null, + "detail": "괴리 판정의 fundamental 입력" + }, + { + "id": "quant.expectation", + "kind": "expectationProxy", + "sourceRef": "dartlab://quant/surprise", + "status": "estimated", + "observedAt": null, + "detail": "괴리 판정의 expectation 입력" + }, + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "deteriorationPriced" + } + }, "macro": { "schemaVersion": 1, "identity": { @@ -748,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -767,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -803,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -817,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -825,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -833,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -849,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1012,7 +1506,8 @@ } }, "statusCounts": { - "partial": 3 + "partial": 3, + "usable": 2 }, "gaps": [ { @@ -1023,9 +1518,11 @@ "engine": "analysis" }, { - "engine": "credit", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" }, { "id": "industry.sectorMetrics", @@ -1070,9 +1567,11 @@ "engine": "industry" }, { - "engine": "quant", - "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1110,8 +1609,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "missingProduct" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index b5bdae2c29fd15a6a4bd2df19a0257ecc01adff3..5cb281003889b07fc247e31e00242174bb5de0bc 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index bfb35d3a28e2208167cc799dce1118c83e98f70e..efb7340d4c8dedfd587b136e9d5c20fc482048b9 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,10 +981,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index 969bfc292c71b20bcfb0ca7e5dc746dd7140a8b7..5deef3b83ca3f9ae72a8f65ee801043dc15a269f 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index 2706a35615b0b1fd071e168872c125de93f18ddb..c03b774a78d565fbedde4e7cd0538ee2f7d399b0 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index 17b373038ab1a89cb71b05a84e8cec218ac51b68..e8c40c59c3bc4bba3765a89a201d4dd73432b926 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index 9e4e03f08991440068678b8f5de508d60ca54c36..d2fb85fa2578584ebb7496da1da948f382e8043b 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index d5f1501fedc4596a1bd5784a1bc2ee4d3992f0b4..03bb0f5cf24c167cc97397817f974ae70fe883c0 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index c7c9a1461b737bc5884031a2ae0853b0f3e7e0c5..939c053d5f1a753cbb01cdccf0b79f035eaae5b8 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index 9d5621b0117fc209ebe64587e3d67094a881707b..ac1684ee9615505135125cfe2f937179ff364576 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a575d099798", + "target": "052400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index 77774c684957f5331aceeaefe6840013528448d4..10277eca0fb2f2cad2e6899f4c25dfe34fe575be 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index 1b02bec82a386240f3e858f67286bf7783f93d5e..a05200ec2c5c8657302dda604c767df6de7e73fe 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index 5217f7b8aab4abe5de83bbd2bec397a759527061..518baf6b20fefd17467b76765b9adc62207b3413 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 24c231216bf5fb1c4bf5319ddce074cc86f0f296..1ade1d11babe6e57c1a6771fe4e19a2f02cf3127 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index d03651288fd7eca2f6e47629c493782a0a51af7f..af0e1868f41b04cc314c047533699838260b4f1e 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index f60b19620f0054d3451bab60d2cd1c04d26aeca2..d81bf47121a4fbc7cf106fcac2cd72bc9ff7b3b8 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index 9d4892cf71f9ffed171559bb0fa5a7c91b3938bb..dddeaa82b712b678015dab7211c593375deebac6 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 618.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 595.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index 04acf91f9cc1d355cd2b4a98dbbc75a1723dda4f..bd5d6a4052cb2fc603eab299a3c153bc82e70e30 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 4ee009c2f5854710cc286aa0d698461e9b615c6b..1c7e326c26f910a31425f7ffff17624000bd7b6b 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 25e289e68f79926cba2084b95b92680d1122eacb..6c81531dfcc2e3ca6c3517dc7224e7966cad6b34 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1662,12 +1662,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:74428f67d4cc", + "target": "052900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index b66df4d9a04b7b520f320b032159f488430fac62..1ae06c11c106730e9cf2fda7c04af145cbaa2a22 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.21, + "score": 48.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.65, + "score": 49.32, "assumptions": { "scenarioStress": "moderate" } @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index 422f1119eab239d4b869611873c8acfe703736ed..a984eaa7d7974d0270a5444ab725462205a5eb6e 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index aa9a2242cba4da74c6e0c38a757a4b7eaa001f20..bf63f23d453f2fddcf9382d52ac2eea106ef5412 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,8 +1553,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index c63437d7083414d169a21a55a78aec6aaf24e3cb..36f2b6bec7b90bded74ecf771f4d1cf53809024f 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 14.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index bec37659e2e6ca4f1f1d5c1b91f94637b3efe92e..0623e13b4c7296fa24f31c67c9658528b03dee74 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index a7ac91fa05b1cbb5b6be0f355a1f558c1c65a8f8..7ebd85be63674c2b8bab12be060404645f32b3ec 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 403763dfc5e815104988f7974d6a02ea66625aed..798ee08fc53d60e669eb811ac54db9f59aa4413a 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index 1b7c88ae5bf258a3f1a4cdb12462cd4af3f4a996..17e4de28a3cdb93ba101b67451868c5c82d9dba4 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index 72a201339b760c60057114e96477187f46b55892..0d131844d7a49be1da31b9ce978d42f989b67f5b 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index ca258b271bbf4e762c51a468a1bbbdbe53af61fd..4683e221b934565699395c63859b654bc6fe9015 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index bf97c9604076747bb3666ac6c3aba0b7dba2ce17..4563c0676321498c418c86f3ffa395d6374d5d5b 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index 6383cb6b55516b979bea09e9a2689c231520b1ae..ab8b2e765f8277ea7a0cf5c7717f0589d1b52330 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index bdf5c5e59813f69958bdbad946eef045db715c41..e94e000e4b5007b4d097ef38eeb3482c801655d9 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index 98c4053f614de305bbabc95ad5d6322743f55535..ae95af226f0a9a2da06167cd5d1b50bf81af20e7 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index 2984fe75e066075d2db5e28a8e1678ac4d238e74..2a53e70009d142f3fe57133d8ab2800f3ff998ba 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 13d0398363b2feec5b02a72971381f8d3257b611..16a3b725920e763471b0da5ffbca9336758000ef 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index 01c4621aa1d95e8271f9a1038e2aeb50f2961804..452bc05fe0279ea6f3525cd0f0268c99adb8099d 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 273bfec6b9646e9820a08c3d9fa4080ea178a27f..16f0447aa3cd73449a32a9806d8b19b16e58b1f8 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1609,7 +1609,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1631,7 +1631,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1649,8 +1649,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index bec2ed7629ff0e5f0f041ecdb8031837dca98e70..675672f9f8ef21720c6ba17906888ad3620a2ffa 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index 8b4593e0f1a9f98f644fe066004ecf4a7040db04..f77bfd1d16a8d55738de6ee3c56b506bd9df67a9 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 25.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 25.41, + "grade": "dCR-BBB-", + "score": 27.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.95, + "grade": "dCR-BBB-", + "score": 28.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index 1969f42567269564ba360358418e3f37cdeb41a7..d5f07c800311a090f95e1a6f768836e332c9bfc7 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index c90ff50f848b131f68b5d9934b5580d77f58f7c7..ecc64e02ae600c5e923103f78bc7ac45ddedaaa6 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,12 +1459,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f722edf9b468", + "target": "054040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.521 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 43bdfca2c1cb8310d64d96ee0ae05c379ac61392..21b50abaf898503be2818d31de63d28146c21e3c 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index 3ad258b49caacbe138b7d21fddd73cf39a6f115b..344fef73ec0d3735e1efa3dd5b17db4b8b4f07ae 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index a07aa3eedba5f5de26c88ee3d52bf26a59f659c2..33bc5c71baffa3d5b17f4ecbdd0a3142796fd09d 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 1c505c21cee80f04d52a4d1ab0752368555cfdc3..38ee2254dacfe7f257dcd4df8850936b4e89a0fb 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index 6de87b872f96b7ef2304ddc11eb4d203bfd4b7dd..80985e2d7cbcfc7b73d42d64f2b6a721c1ea43b4 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -539,18 +539,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,15 +734,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.65, + "grade": "dCR-BB", + "score": 38.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.33, + "grade": "dCR-BB", + "score": 39.51, "assumptions": { "scenarioStress": "moderate" } @@ -825,10 +825,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 102.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -845,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -972,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1018,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1061,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1171,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index 3d65ac1c3eeb6645c349bd33e3e2a78bfdb6ae59..f39540ecc568b5f4f74b19539c6e4adcace673c2 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index 14748502df2726935ee8f35ed82ee780a4cd6369..957d141279d3143e53e465052924a4419a48e858 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index fc1ad9033594de5ac5058a6505a4403ece20cfa4..33421f441d77678266411e617541ee1f3e4b7458 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index 26d34593590aab2c489ae3be11a539c9e55cdb34..2ae546553f652f7ebde3def8038d740e183f09fa 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 53.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.74, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 53.17, + "score": 49.74, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.31, + "score": 50.96, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 11.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 3d3e56e17bd92308f54254cea96da0a3a13a27bb..caa3fa251f326c102209649a676908ef05d373f0 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bd8373d2e7b1", + "target": "054540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.589 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index ade43b4dc3f21845192e2d5f6472f01546c10c53..940f61680e760d4d196dc21a078f95e8471778eb 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 75ded3edc7df136579f8deb49297eb75bf9e3f9d..f66a9f23ed23b8582e788d0e419132ca9c71c63e 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 95e193a89adf2cba2a5c18005652f56a8fcb56cb..c785aeb3f0b99eb20786d9aac551ec3cb92d5fe4 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index 762796cb454221d9138add0a45bb9d318fbb4ebb..7b407ee451cfdf4804e32898ee866fe6d643415a 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index b4e8ea3e25b2e8d0dc6b0b5001364a49e4cf2fb7..7976b480c851bc3efe0b3e027b8e28ec55477b5f 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1666,12 +1666,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0846659b584d", + "target": "054800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.522 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index 61a2008bda37d3054c1e438293922b4439c42783..f82e9d4b56759b39941070dbaeda901f2e06c9a3 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index 0a4665b58450891f1ddb360cfb0470fb023d01dc..deb2776f5f0b54fc5736c4f2f3c92ef106ecaad0 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index dd0173596378715b8aa746b3bd92458f54d17baa..f1932877c7186e1de56f3ca57b63e1519cb8f461 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index fb83e5ad96ec6fd9b73f0e84e965aa19ad692fa6..74fda87519dd9dc4d56895fdc8c697ee1a6c968e 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index a262b059a20af842ebbae6c85c73864dbf030bff..ee30134998b0705b9408b98b61c6b460a8669e93 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index 68e22eb49e1d6dc70d6d0b22c8b19de3c2aeb140..e6b7cdf563665e7befe1b85b952a1d093c8560df 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -823,13 +823,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index 9d656b580fd60f159f7c99c570c8f17be8272eff..de657b9217172720d93085e663329a407e47eea6 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.79, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.79, + "grade": "dCR-BBB", + "score": 26.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 29.05, + "grade": "dCR-BBB", + "score": 26.44, "assumptions": { "scenarioStress": "moderate" } @@ -842,12 +842,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index 47bc1718aafcae6d24be6dbb5347c442e2f5172e..df440892e791d4cde7f5fe2354916e3dc1fdeadb 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-09", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-09", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-09", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index d0c8b9e9cf2171b1e8c22462e78067eecaa618c8..35466aafe0ca7b6e81931602febc3f3940f12bd2 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index 569f9375289993eec7436d21bcc33f5da9a7e91c..a4168ff7df142727406c8f69059252760f0b8758 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index 931a81de70280c77becddc6879774027d2752680..84b4aa9076617e1ef7638326cd51f12bf69415cc 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index fcc1407716d46df7d25f131a8d2260d60f049cc6..271336976f46d366e2fd19b421f03d1b73341f63 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index c9c4224e51f64eb8e77ec5f82b408fd9c633ebeb..2f194c9be3a1e2b8233885e4ad0dfe99eeff48b5 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index e82c6e441127d967097605219b2d812775890d0e..4da12ff00228abb7887a309f07f4cfd2ec5501fd 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 04a528735d9df01b8895c36a22b9d143e7f413c0..3291601bf5bb8720d67f4718c4685df4f4cfc492 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-22", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index a32bed81fc27ed73f76dc780356e6a84057e9233..c66344c0afca91f7e79ba56680f199e7f279c876 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index 880c75c9790615b43fa4e23466300db294e9fac0..1abae8330ef75e4052dc2f34882ec0dbfa240b12 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -547,14 +547,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -708,7 +708,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -728,7 +728,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,10 +885,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -903,10 +903,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index f3c875d0f82708c6a3682ba0adf20a79fa250568..69b7ae937c991803296800092e132e83fe400397 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index 72337dc23e7df51077d5daf8986cf9c12288acac..49a29215e49329ee9ffe4a3f0c53d7712240c690 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index 23913b46c27aa4454b8e2cc4d908253607e27d6b..fedc273e3078f8e740bde153c895967b0f22cff1 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1e2450ed60c2", - "target": "058430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.549 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 41847349fe8b3324adc9a1833bc97390abf90ec8..49d4d4e291c51e20648e915272776a796aa4a9fe 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index fa05253ed84f24c1be3dc8cd02e7af3e866648e2..2d5166c5d412601eee170241b3219ed9c080b3bb 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 0962209b53d939297a4048bf52ea4d6ba3628a2e..64d158b9b06d70ca6e2fdbffe4984e1e877cfd1c 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index 3b627cb81af20ae0bc022f1ab7f5726fc8cba184..063e7f7aeab09527c5c047b5d49963addb5d76db 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 5d74cdae440ec34926155f0163d7ed4ad616349a..bb227c3281275b4f84c29a570addb7c3fc3fbc6b 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index 1da1015c885f11d4902b0f10ef308269d89a6018..001646b0ed93810c34517a362be6fcbff2221648 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index 1e616180bcd815cb9c648740fc33943bcc170efd..e08bd0c013fd468c25c13ee382e58354b8fa11f4 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 3c5dab895d23d548574a8c941ebeb4ec66d67d76..0e7e6e2a04cf9f0d224b7170ae338c2eb86ae1cc 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index 6eec31049dd945e1ffb24b4bc88de27ffebbf5b0..c823f70cb21cc82c07a7391bcf67ceab8ea748ec 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b70875a45d89", - "target": "058850", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.399 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index 1d967891c13303c4b2beb9027ca4b1a9e1fa6e78..ff6745d306bd50eb93085c103ebdc731af05aead 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index 08951993da46854d287f10ed64ce8eb1e4d75e34..324f4cda58c338a185baa67f732ce7121c23061a 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,7 +1410,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1432,7 +1432,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1450,8 +1450,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index fb9ea431efb5d0465545ae90584f07b2cc01989d..8a131df01b497aef4142a6763a37eb0d42653aa1 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.75, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.00, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.75, + "score": 37.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.18, + "score": 38.68, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index 2334556a6db4335f4fb483f0b4a3bbcc7da0d48e..1e4bfbae2ebbab71bacc8bccecf1985cdac1e066 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 0597d77d85db0df729da16c9e2e61761c7224ec8..942645893fab60ae2b2c782c8535570ed07b7053 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 878637363a777a03a6dc84a350a8ad65d5871853..ebdf83a5477000c5f9fae8370e86b87ef5b49ada 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 0a14116014cfb1f3d48b719f1bfd97d8875b414d..0b814cfc6be0a70e7272c7fa32a05a3c1ff583b4 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index b4a1df6e9fee1ed79e199280022a7cdc541ddc74..0e292e050af40407e7b4cb5f60940fc4360008ae 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -951,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -991,7 +991,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index 70c9c510877e180c0ca73061425d414c53757d73..a9f01e5050b469501339adf1057bf00402718df9 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 885977cf651912a485ee3e67c4d56a325a13ee53..04fe7c361043f77a57feb9e5a9a888cb27fb1148 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index 4c04069c2e1f263655bc8a702cc803ba51e000e3..db3d5965684b9dc18266d1fc5dbc42ba2674840f 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index 6c707655de3160268fc1fd352f0b176b7061a3fc..c27fa4b8c30a5373cb44342efcbd1cf9049b489c 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index 105940545320b22ec737ec55a13e92d6ea97fd9a..3aea01bb40538cf20500cf2bba6b196d784c340a 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index 02fc04918684604d83efd7d4d2e25767e8330cfb..2417af60e4e828012b89c1b9226d8400cced69bd 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index ffb9c9752f077bf8b027e2ebd19e021fad862104..479bb74021b3b35a2f0ef330415c632c1306303a 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index dc4df1075bbd2107ed940c34129e011b2cf54481..5281284f65e441b0cd9d9f59dfc1bb63a47c15e1 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 9b9b5f2d05617b26113a05dd24c884fc6660be7b..7813b660942533ddcdbef381ea3c8b38e64389be 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index 154e2c12ed3ad41a8743346deb6d7cbf7b7ea140..11efea035d3681b5b258a680e86043689748abb8 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index cc88e4264c38a8100f9276c3f4f2ea90cfd8ef30..28f44b39d57bcc62d47fea08eb15b046cd5ac11e 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8adca4d86162", + "target": "060380", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.571 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index bf04186951132c7c17bb144eafcccc8d5f14648a..5077d63f3688365027499cea26729493516e578a 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index b7cce0af3a99374d96a1ca484e59aa95559a358b..0f17512390e46a304564d29b82e30818b0b084d6 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index 901100d39ebf08f123cbcdb70b2e53c567060b8f..1c250f85686d98566a3b83ad0086269137523564 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 14.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index 6ea1560165ca88be1848696fdafdabb63fa4f93d..faf0ee9758d7b7ddbbcaa5156191cc2d43260d14 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 9c06dcd2a1b1f4adc8756d72712f7ddf97e02ccf..10e1c9c2b7f5b016f081b07e9ecbf23c9ccd0ad4 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index 2fa3c96624680cb5cad8109379f40cbc9ae67a05..43135b1d398bfe19f9e98ed4416ad0c3fc01f975 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 17.44, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 16.02, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 17.44, + "score": 16.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 18.41, + "score": 16.85, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index cebb2d02c8900ae9195243a29ecb074f1f8b5adc..582618828ecdc0e193c67017f34a033aba9d42a3 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index 23dee7460de994c0229496f532af0967460356b7..42e3c3b57fb344d8d77a41b69f7d8b8686219d74 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index 24026eea468341d479e19bace74ea54ef5c8165a..e184d612ed84f257845f9c71360eeb24454f4588 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index a5a0582fedb5988a68fef81c54162ca5eaf8cb2a..02c6ad3038233c172cb59a7b359b1acbc52f283b 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -899,15 +899,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,88 +1337,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f51c05bff28b", - "target": "060980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.482 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index 1d25a00b365f880bc0a6d6b1b39536c3afff1094..5d56b0bdc68774c39ef4c221c939b737e581f4ee 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index 62583fcfc2bea438af77d2a16ac413dc77b28314..0b4efda4da13565a42aabf8ff2b68f6a47a8d601 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index b665f175aadbcb20e250485f15f976d27e673752..f3d6c285def62a0581156e0258b4fb442b341454 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 77e4b82fab4eba4240d8fee39865adb72e36fce8..9540e179ca969fb611eac6d0552d3b7e0a3cf2bf 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4fd98194436c", + "target": "061970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.719 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index eb0b840a4b5d28a46946ea82b6cc88673435a186..9cc4228f79a88879ee2fcea48c5de41907df6771 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -711,7 +711,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index 65177fed1763bdc33c90bf741c6bf3a7946add09..9d751ed213c3f527ecdc589671392cdca92b61db 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index fba37f02d4cb54263d9c87f6ef0e0e4901f3d8ab..70b6fe30302d29ad76ca6b8e9c2c76c107c8fcfe 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.28, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,15 +718,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.02, + "grade": "dCR-BB-", + "score": 44.28, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 48.93, + "grade": "dCR-BB-", + "score": 45.24, "assumptions": { "scenarioStress": "moderate" } @@ -803,12 +803,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 1fdec6eb5fcc248de4496532369e477f161e7d8c..3bb5647af5f594d84df129ed359672aaaf1e1298 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index bfb401a9818b7be05040f928c08bdb32b0349779..71ad281209a61aec8acf5b104e3cfea05f5723f9 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 23.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index ced567024171f2c18a1e45e07cdbbe64f5c9fe48..2217bd6b94696e6fc81d714bba99b6bd3afa6f5a 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index e4490934fbdbf5f1205d6655ed478fd8c2669844..3a4694e33906258ae4aadd6ec9c9c10bfd6a1f28 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index 6269517bb48d664974629cafb2d3a526886b519f..7d1d10939643aa3aafc885a9db6974bb858a9e6b 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index 2ac2e1a7b569bdfb5841fe1a17cd2c72ea141347..066f022216ee3d3223408b287d4223f252e2d569 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45f0e12d5b55", - "target": "063760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index 7ad8424dff6dbc95c735e9bf1dd500b592c209f6..28b931e04c8bde402ed0d961984c5770dfeed8cd 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 55425a8d40d2522a8a4a463f556f6717a978c132..4c6e783757e0f0aae37ab9acaf1c124dd0803204 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index 79dd82ce303bd8bfdd2a205e877942b2b05ed853..3668a69b56ffb5108b79f33439311490bdcbf595 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 25.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 23.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 7a2afdef276bf4ba22adb52a314b620251a46a10..1ed622ec46ce45e16304ffbf0646b17e83118aee 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index e27a01440c33741e49cd6a35e7120b82716e14f2..0ab11a98f59f04a691a9fae18ed9eb06ea2cf8b7 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index b4bb1e1bb56a1201ac359c81d5939f3ae7a45823..d29479192c4269a77d3526a5db21faa9424bc606 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,7 +1365,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1387,7 +1387,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1405,8 +1405,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index 00c7420838d417fc80880876eca09215ab8843e4..486dab2cd74ed554a76d129819ada1596e284490 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 42e6e8b74439dba04249fd582bc2cf49faca0756..8d4c1ea9f0244d85bba9632e9a39b3b0bdec9667 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index ede9cf3ce37a52491b654468e48ee5dcb8cf9833..9185fcf39bb1b447a3b14b1967883edac56eb956 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,15 +894,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4ea4fb253cbd", + "target": "064520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.459 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index c0748db9c9e881b078de63542f413a38404cd0dc..72a8a75ac5cb590c71fa6866d62468ae45dea642 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index 13275a43156a34f7ff99cb40b1bf7596594d2903..5481cff022a40ba46ff83bb1a3331ea77f1ce952 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index 408d2c0718a155b193a1869790ed82782a956167..edaf777a5748013e02a9558b9b983db30974d262 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1584.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1694.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index 1e3b22788db0aa5f6e198579b815517b062591db..c7fa3e925ba7ec40f817ce0be06828350483998b 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 25.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 25.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1098,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,7 +1223,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1232,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,12 +1608,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3f0d5d40c73b", + "target": "064820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.215 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index 8932ca4a49df3051b766727bc964364275403a6b..f1a0518bdca7b496c44f93b584a5dc65790c3aa9 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index 603e38e247a9ec49f070dd9cfecfd5adfed31078..13b5e6e5873c1cd1bce04a17a50ab2b1bcb751a9 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index 41b108919e87014d3d59d0036558f4f8c22e0844..20305ae9dd16a731626dbea37c8a1279af04cd2a 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index edd2fbb6324ae9e1d935ef5174ecbcae7063bd62..eae63d2a24f5d59e728f4072ca18d45b2dc72234 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index 5a518a272cdeb64eedfd64ca6675205a9030bf30..28e5d706d125bb0a0abcb79c880efd3c41e9ac98 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 713ef8410c8f540e96dbd98887315f0ccc7d9010..4087fdc4cbeec2d3e8e5788c6351b653e65f6d9b 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 96d611ae8dd3dfcb60c87cee47904d6b56d5631b..50023debf38e25f0d365f8eaf12acd0bda61d128 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 52.43, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 52.43, + "score": 48.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 53.63, + "score": 50.23, "assumptions": { "scenarioStress": "moderate" } @@ -916,7 +916,6 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index d779878ca4118eddcc53e21cf2fe2a0ae2e4cc45..5b99494983390da5d58d074597d8ef72aa305533 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 8293a0a697b687572bf7bd071fb60e1a63026211..604295a9960d0c4a55c254fc08951760399adee4 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index 91cf64667823ccbe76d7077be68a33f876ceb841..73fd0de15f47cb1cb55148ea03f9a90db5b8ef94 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index f6c0d415b382e7e53001c0eeb3d4a5c1e597c52e..96492909a89edaf7dd668e3aed5c00341f300e83 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 8.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index e8174d014a4ef996a89ab17572130ef9ae5acc0f..841e3789593be254954b0b550e9643d4f422836e 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 27.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 26.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 2be2794a8794cf64120f70f1be1214ad33282058..a68ee78560cd899b6de4a51bdf7c176472236126 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index abad41a6cea300a86db7ac859f296ab36678181e..79f09be1edb9ff4dcb079dd9d5ffefd1c476d412 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 3c09678861852677f4069ea2cfda5c870d779132..dd727fd826812c666ca441b2f0f346f0ebc6fe77 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index a9e74c5612f9d49669a7a4aa12e34cd28362cc0a..9820f4a32ceabde1dc853146254415712f5ddb3f 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index 01a3e22e21e7238ff2d7da9e77c92fc0d2bb0abc..1302edbc81f0c0ac1307e970bf11baa65bd929fc 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index da0bb670d17f7be25bb76ac37030d32fc4f6bae5..b5d6fccad1a915dd4812dc24414d27cbe945e8fc 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,8 +1548,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index ea8dffee2914424f9c357e59de7ec7e2281e4bfe..0c933e6b8e075a3fd6155012f00a3cc61e713490 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index 2d5a719713599ecff542678b416265ee1b1302ce..cfdc88f3c66db05769c3f673753ec6b93fd80d36 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index 1ceb403b8b4f4d68f7c2657c5912e40d80b62c63..c6a18262faf74219b61a652026e2f84ef25f183a 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1150,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index 62a2f68e6c878054467e41ee15d31c0973a07cc6..bbe778396d9a273af2ee607fc780df57955e02f1 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index 7da70f07524017aad376701879cf065061063b91..7c3bae7214881cc0836b66378b4546817ecd8b91 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 058cfba4658c32a10f1a44c12a1e888ea3eb7f9b..10b50e08f200f751fdc72bbb17e74a04a32de5f4 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9003b904a5c2", - "target": "065950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index da3ab32b9e49f7a746dc947166b5f11dcc7f3340..d98f213953f545cfad75ce51ee529c26a0807d26 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index 63c2935cd04e55e1ada0296df51e9805f31fca13..679e38e7d6d1e539f82a6a60522c82c9a5d6cd84 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index dd3b2b4aa40f89ba01e8c0ea4fd28d1fd9ec1558..b9b99a573360512fc168d8bf9c01ef5c35a33e34 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index 9580130597fa458dedcaef5c791a504c9c01aa7e..71e5e189df5dde2fd0cc23046786d23257088133 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index d50efb768f4a60875c34c8d8a21be3f00988228c..7419caa4923b588a3bd13dfc61952fb93749a8dd 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index a7e2a1ee6d7af733faf22a5857fd77f63df08bc3..0a701dbc96f1a96a3a67238be6c9b9eeed5b2ad3 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 35.68, + "score": 33.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 36.01, + "score": 33.76, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index 3c769daef8b7459d8c15358d920736e8d35316e5..98c83b89f419b02c52b2797a58448e43254d1bba 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.39, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.62, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.39, + "score": 12.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 16.07, + "score": 13.21, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "reasons": [ "대형기업 (매출 89조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 42조 (시장 지위)" + "시가총액 44조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,12 +1460,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:7458d5c6ee0d", + "target": "066570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index c054e0ded9eb52558480331ec59e94624db13c9a..fb70887b20dc4d4049862a0ee898a63f2879252f 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index 6812f4513dc260d93c31bfbfb098a2e496f45af9..2f04613ee31849b00622cfd1e07b840d85730beb 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index 0515eb1d2edb61c4e8e25ad7a5347243198fb51f..b72e105c3d8ba96c1bb91d62f53eef4a9559f072 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index 992af3fff71c92eb0b4f4c19ce05a787002778ba..c4a0c4748ca66bb3bde0dbcd680a14b58db15c00 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index b3dd25c8b1ce800ecb3b9d874c7497949dbeac60..bceffb31f33d66ebb915be30b7892d354437e29c 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 64fd2f18513d528eb966f64c7bc7d84e1fcb80af..0d75a0d38361c745750348efe94d350c59c88f60 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 14.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 36340039920d71e7a52c8d7c7ad986deb9c83146..06a06cbe772e7ac852c1350636d56fc533bd1184 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 036bcec2367a53aa4f9c45a1f0b9de6f9fee7686..53c902d267405d7154a17a8b4318c8ba0f9cea21 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index b17767c9bbe0d4b9694fa62e6fed13dce6963de8..38a87717da6f0696255bba554224c7522a02a0b7 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index 1d48a8fceadd5c1898f9bbd7d21db084d51d3f78..963dc11843c669645cf37d3eee5933d229607ef8 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index 0e89ef5d2b8951307d14eabccb061b6ff7eeb73d..95acf9d31084c3261c46b20c88fa46b52c87c040 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index 3df926a963807067dffeaeabf0b19de76c666ca3..343ad879ec45e9859ef0b95edf4aedf2ac32d206 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 16.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index 2540c73acbc83075189f3cd78b5fe70647c7c928..a19b771f155b28caaaaab534b79fa5f0771f14ba 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 71d33b9e266f80341cc8d76712e31ec3ad1de219..012884f21437dcec4a7df5a9473805d56852f294 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index af222218256546253475a2ba768edf828dc6d00c..eaeca80b4e66ca07092a4bb2413582e33bfbcf63 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index a49d9be7ce29884135a534fea5324d355b34c65e..363c7cbfa5716e032200d0339f34e1c57978d613 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index bb1d41a14a52724d5fdf3fa1a71f88e52c98dfca..0dd5554f5b6e7d46ec7163f950f3a4e85d2f065c 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 85b887d33c8d8eef0ed99dbb8725a113d01b121c..456e1f5994c116bc0036aecd76533d45ad343bcb 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 499c342ebdfdd9ab5b23b5dc4f165d04c2c14562..7a075bc0f11422f88ad76fc732a2ee6184f46052 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -773,8 +773,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,10 +898,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -916,10 +916,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index dc4e34a2f532c459e968d1329558034746852b23..109f4b22bff9bd0253cad3700380c570a20b37a3 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index 5d1f81431f7fd866ae2c82105166b630525ea401..2fe5954024efe1ac68cfdf2365106090b5976091 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index b7acaef338a0942e459539700686fe6628986fea..55fade446e06f45f176119395d73509b9cbdeabb 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 18.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,15 +980,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1138,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,12 +1382,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d8cbc9f18352", + "target": "067630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 4925dde671f3ff7e29aebedab2a383fa5954dde2..4c76d223e8cf428208272bb8bcac2c6f0fa7a553 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index 32b30c5e80b54cbe165ce571d9fc84d4087c325f..55b7d1d0f9b5b500fba640e85f29b03e368d5c64 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 19.42, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.43, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 19.42, + "score": 21.43, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 19.42, + "score": 21.43, "assumptions": { "scenarioStress": "moderate" } @@ -918,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index b52305043ceba58b24ada03c81f8b583cd5858aa..7a54ef907d36c595fb79942c335ffd1409569114 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index cb6c4a5d33f360b4146733ece291e30b8802a25c..a3765cbac7e98c448900547896251a1e6454da28 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 71368aceb30c9ff7a704643155c0b0f432576692..16ff57bf76798729e4b816fb8306d01eee125d5b 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index bf1a5b4bdaf951f2bd6a35e178c43ff45f9ff2d6..698aa5d09367e89efbbdb3e0e565a3c735b54830 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index 1bdfcb8f27c51f2210c0249c841a72e74b21e785..a4d06e3737c805ed60ba02def91e5c6950b835d8 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.26%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1be597c608c6", - "target": "068050", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 4a63d8456604b67fa1ec97498aacaa7802333760..d3a47ea196a437f3d9cfcc58382f417285ae31ff 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 456162cb52a6988f7839165f8e5841ded15187ed..aaf78bf658ad812e2d1fd9c4c4350667e79f51cc 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,8 +1349,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index 415d8dbe281ba4b8615cf9b9f27d131b98217c1b..f63011d03648d823c75295050a62021fcb7e1596 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index a25a89dd9b7e2a2bb89cdd01c3be7a2ff67259db..ed5df1ec44454ac2fa2734e64c981734ad334ef7 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 49e44be5a09d7e0ca7209ce793be67b37a813adf..b89f71930a57bbdb6bfc2e19c3d12396b4311d93 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index 66e8ebb0d2c1873d3a94b43d149fe35650331194..b2b28d7b95ccdc47824bd1b0d255b92c33fe3274 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index cd9d6c279f687fd35978b559d356da03296b1a95..7d860ecfde1d4111056c0d8e46cc0cbeda4c6f83 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index 3796d6bee1719e785418d96be07a9047f44b87c3..5e7a46f8f8ac126e06258a5a5f9e6040340215c7 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index 3399c666cd5ec0ddcae4721122007bbd5b53e587..e497c09ad4c2fdc151413e441c0a8c55302b5ab1 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index 608b49cb56f98146408b745747fbf68acdb91793..7d16297eb8630a1c70a41b29c3572f923b096472 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index 57eb6ec7002c307332cbe139b7039fa62c82c5e8..05fa45b31cbd82014f8f8c22006ae45156a8e2c3 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 0ba6f557ce74e3f49b134bd093895aa92367ad60..b86fcfc9cf5591868bc13a30997aef5c165c5609 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index d4f5e7fc85e2173bde4778c4e6a67f246f7b7667..c4f48dc5e851176128d6ac2d93342bc1b7c755e7 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 92754ab74643c0e864bc37bdd8fc974f2f82f8b2..71d023c29b1279d576543818cbc54319cd8147ca 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index 870612e5cf10b26921d2265d5f15b8caf93eae04..53660a7830749d78d8b0f4b9c638c921d242e417 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index a0172c81a9dd4fa045bc7b9c078599b9e3367f36..4a5ef13c5786d091160b5fee596cd6706c07e16f 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index 58cdecd97dab3f18ae96c0a05edf8ac4bd479a26..8a7c78d725d6af524e28286e7f6f5c7bacebf8de 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index a29ef7b8a7febc21b54fd3f2457b03f72488fe75..eafccea0de513bec62227313156d17cfa64761f7 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index bcb9eb1a58d04c4a74e7b985e8c9a7030c5d5e02..d2b8a20d15cffe6afbab5b3c152175cde6b2ee9b 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index 6d12c9cdde06abc78f8b49d410a5dc2f11336849..4d353ed04885d9b31dc7db8633d250f3e77bc42f 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 6f65e83513496853824dac06b3cb6b3cfbe29705..520204db18d75c2486d85b05b87f0b8d9c8fb631 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 404a19ed084658c69622723208ed249564bc2046..84f1141c489766f9fc11ae03ad1358521271ee2f 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,18 +628,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 19.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 17.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,15 +823,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 19.66, + "grade": "dCR-A", + "score": 17.91, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 21.11, + "score": 19.14, "assumptions": { "scenarioStress": "moderate" } @@ -847,6 +847,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -914,7 +919,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -923,7 +928,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1111,7 +1116,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1158,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1264,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1475,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1497,7 +1502,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1515,8 +1520,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 7fe750091e7402b9d4e370f6e7f69a2ae12c306c..34b91514b29d32a42eecdaafead45568513931c9 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index cc726ef064f9156a813af727b2a5739a8e872c3f..2aab66f366bc21f6bcc07fc9779b6feae87f0fbe 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index b6de3028ad75b1d3b0be78249d380b0d1d6df6bd..cee0a9daaff9c6cd971265e200e1ef2c8ef21aa3 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 159.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 166.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 2e9118d096851d3b10ab7dac3632db85ebe265b9..79ee39e3575901822b13834123ae58ffc743c457 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,12 +1501,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5de94532962e", + "target": "069960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index 802981283fa742209a6bb07f21db2dc1bfb12a5c..731446b283b59114b530849914208ce3f9ac0f92 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 549c1e90eb7376868e4617ef40c0e55be6dd0273..bfe6e985844db71ee076271649fbc2b75d480cd0 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 31.67, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.2, + "grade": "dCR-BBB-", + "score": 31.67, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.22, + "grade": "dCR-BBB-", + "score": 31.69, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index 16867ac7fb7cc389bd7f128dbd7ae7ebee93d3ed..17e2030ad36c980e81a2087d892ca7961701cf23 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index 626c310ae99f06b24e01db595005017ebf7ff359..ba7288b38522dca032eeb51a7f48830cc43abe0a 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index c515f0cb031b21f623006295c3aaca86514daf8f..4b849dc57d6b9dbf3d5eed3d77fd67070527039e 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1169,7 +1169,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1187,15 +1187,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index e7f7e035067b9a91723c31b3df50e4956ec41f66..b4cac99634dcb26abdf1412857b7b4284b25438a 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.27, + "score": 42.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.71, + "score": 42.54, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index 379a6ea916e181efcf24fa5789d409ca09138df6..d8776ba35527696a64c6cae234381a218e5f947e 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index ac3b5f9fc9e2cee4b59d869dcf6f92c8087f3f30..2ca85cf4bd6397505cbd853af071dd22583e3b8f 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index 6f86971b0cacaca6ac2df9a324906195fcfeb826..e0bc772ceb8f2342bbc9f66f6f48e776e8c781cb 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index a5f2e577b620aa2bc3432dc44216b1b318594312..d899cf11f8c5c03c9094f02472ca7e5e5b256284 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index f3ee8a78da8ad2a00a3ac59c3ad1caa245912830..9ffdc704f98d127c487b2ea553226025586f7191 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 19.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 18.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index 1037b672bdc0ee2d19f5f8f7dc7695ce89a895ac..031a6419efb88f4c4b9f2748e7d837089b2c8c0a 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index b3c3e438bdf218fdfcf9c28221cc4b8e15919fa2..d16b3db3af61744225eece122589d3a065cf7261 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1471,7 +1471,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1493,7 +1493,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1511,8 +1511,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index 27f73c63c00375a7259d6cd1097a1d9972591f85..f1d4e73e63ee1b1bc69ea561ee8bcba717a5446c 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 214.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 202.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index 7d1900963a28f208c1b6ab72f002edbef3cc5761..9c552c5b5f35968493a7de4f4aee71eb936bd62c 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c379719d4464", + "target": "071970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index 1e649ad8c0311692cd853732dbaf75a9aa9b6cdb..98d7e4486bb675e29688e53910d80af26b0e614e 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index 835f8247c1292c40a5dbb5a3ed368e0d459e64a2..ee707c3585bbc37ee550cc0390728be4ae0b3ee0 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index d5271c635b11bec579b65f3dbd30a9f428fdf185..51edba976d61488dce1be81e7f45162e04a8a7d6 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 24.41, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 24.41, + "score": 26.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 25.28, + "grade": "dCR-BBB+", + "score": 27.68, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 9.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.34%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:26bfb00d0fa3", - "target": "072470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.415 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index 949cadcbb5afa28b89e9f8853b7ab8fb4d135f8c..d6cb3ef6704a1251acfbc05704c1983efd88f2e5 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index 24afe79c6fc4e9d483e593cb1fecefe6f5357ac2..b84a0966742de4ba23898580fe2b825e32f2794f 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 133a7aaa0835e8067207259749d13b4a02ea6b1a..f190b7a416679797c087400ec9416b733b0fea7f 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index adfe5bd58928014fee77ae6ab7d87f5b61025d8a..3ad8f3d562ad80f3427c943d9636610fe356cdd3 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 910d7a17e10bd8e4e2a2cfde80482de5e1347929..eb3ff7fad344372027fa15290c73a37577c8a257 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 680685c8b94de187936a911070aaae53f185a7fd..412fc57dbefcf3dc87170860910acc22550f8602 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index f4b3d4cbe05ad0c62e7bb4a76d73116f0da08925..8d6375aed49f6873502c54e82a7ac5039e4113dd 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2020", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index 21ba73fa3ffaf731029623be2eba4ea8ae729037..89032e22fce1e85ddff1a1c424295a941919f7c0 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,15 +1644,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index df93f92e64171b285106689aa89633a07dabe940..ffcbc6941fc2e7d82ed9fb13d63c4ce9d67ac2a3 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index 422ce54b0d2825e814d9a8b37b9fc622da16317f..13c282a66532f966567786355eb7ff0c5ae70eb3 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 16.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 16.17, + "score": 18.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 17.95, + "grade": "dCR-BBB+", + "score": 20.7, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,6 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,12 +1505,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6b706740a3dc", + "target": "073240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.522 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index 37a79077d510f0f46950fa2def68c1802861f012..fcb03bd21cba97d4c077c3ef23d2fa5dbb18221a 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 3e8a87eaa556a4bb3aa281e5f42d008fa3c9e7c5..93d18e450ae8cd7b222652cfe3bc3ae8b45a46a1 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,19 +980,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1132,13 +1132,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1147,7 +1147,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index 5c0b6b7c4a7b55aaeea840009eebbb65c4ffc8ba..f84a8a944b5671a531e22f2ec3501c5e7208798d 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index 2f44809325795bb8e08fe540c8cea6ba166d0f9c..119f3cb1d3957117fcc1b4fa958a72a188bd8384 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index e29e1f033c84f1985977a37588dce092be2f33af..81da14ff7c6993c6fd3d701c49e0d6cb7cd0aa48 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index 09ae480ef89374d1a95ec0f77cc5dd12b2b24511..efdd922aecb41e5294ca2af0da9186d93788fcf9 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index e640c8503f18e5de75f09e1241ba3586cd47fb41..0cb2a66aecf4e75ccbbdea405741651a0c1e5f00 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 5484912379e67001e003915cd9b0a53a888edcc0..efca352f5a809daadeccb63188058cb11baf27ac 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index c5fc7cd9e35f0168643130ce73bb882387edd5cb..3344cda62e04530a0f7a334166bfa252ed806a49 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index 4225916e8e73e1066046004d344fd9f597ca8b97..b20d0d68094460b27a486cf2163a708daffa9538 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index d41e7f2ebe11f92974cefd41885046cde0767e71..040f3e69c68248645be68b5bb675546fc05854d1 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1595,12 +1595,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:82b5d9bb54dc", + "target": "075580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index a5eb323208b28669d590786be51f2c8f0c8ad318..43e4dd6fe11f0fec81f76b4061f2d904bd93379d 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 946d1937afb05b1cef14b9878f5e28f84507becb..43788c35a1970c5b97503faf85e42c0c661830eb 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1473,7 +1473,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1495,7 +1495,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1513,8 +1513,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index bf45cd101cb656660a253acc712c86de8ccebcfb..6e4b22ed62d2f267074ad09de2476b068a706ae0 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index 5a0f31f6168cff04c4533fbab808deadde03cbd4..a95d196bf244903ef5f81d1cf678523a9c642d7c 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,88 +1557,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:600dcf23d700", - "target": "077360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 33cc708928f2aa7763746f60e595844abae9f027..45a09855c7a39e1bd305eb34656e9f235a718826 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index e1e37e52f04a4b2b3f39968256496eae93ac7851..5c8a95ed287ab1e4ad5cc2cd0f35e74fefea67cc 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 72faa3031240e9ea625c9508642d45c1b669f8e8..459a3a6d9ac38901da438b10f213a34614beece6 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index 7e75ffc1a1a6bde7561b73b59dc248522cca46b1..eff5459db633821c4cd13e67ce4721622e23d029 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index a3401979e86ca752c44fd867703d3de54e2d34f8..3088eac9029a7cb896938f72380c144839b7c6a8 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index b78f4d3ed29f2bcc3cb808fffa7c929759a0f4a5..3283baa62129f7c319f53fca9daf1c2cb7244d12 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c049c93a33c6", + "target": "078130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index 66a4e95ec7f8dc9b427f54fcbbf145755ef4d9bc..89d9f0e15193b12579b44910c07ea7c8daf78cf9 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index f333e9d6ba970cbca61676b3f37565fd874ae6bc..83111e6d13f74c1931589c0d0dfd6d63f13946ba 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 177769cc7dd6f52504db096a74c2a8b2190cb8fa..6a11226be3c74e5c1d96021eb18f575d34302f72 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1410,12 +1410,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:553527b073e5", + "target": "078160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 2b8aa481236bef7290b8cc6fc01e6fecded53871..98b967cf15643bfbf62284132aa19180889781ae 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index ffb262f9c321c5f5e9bb80157b2c287d54ef00f3..bdfc9e4908845501b9a27185665ad5b3ac70934b 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index 5e06af2a0399fe3b0126b6de5e1c2bcb7c78a7f2..d69e18501f4b2eefa24fcf20cf1158a172bd737d 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index efcd836a908a03771689d7f3ab30f2cb28e3d20c..5a17efab73466e7d7ca6d28b96fb323444c98fe7 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index b22c5817aae701c4a7c297c728a560cf8fae8cba..64a7937f0d16af5b2a313ff1808a928f26943e51 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index 08f6b36b00130727d94563858a1aa6c1067cba95..4a8d3e0d5a3c5436351a6780a200425bf750cce9 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 95bf8544ca16715353e812ce36ecb87b457dbdca..08aababd088580a6532980beb3de735ae29d7942 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index b8df4fc80acc6fa160dbffb0f394240f402c72b2..5e40d2224e3228d5f2d96eafc92f376790e1712d 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "reasons": [ "중대형기업 (매출 25조)", "캡티브금융 별도 D/EBITDA 0.0x (양호)", - "시가총액 12조" + "시가총액 11조" ], "monotonicGate": "A+" }, @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index ee13d38760804b7a99fb0103d2b90a2059a45b40..c5cb17211f2f108ee25e0076354b9c094c59c789 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index dcdeb2c2e3b70658aaf6368cc27a4d53cf012b2c..feab447cfbfcf0eb91ef8a7613aa109345a6dada 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index 71b2e02e4df38076dc8a89d45c9153f88a78354a..ca937f07fa48fe1d73ff44c37e218f03dc8bc89b 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index ee9f4b144bcc212481ff013f17a46130cd193a77..b3e49eb05409008e50cc01d874df451415ad8620 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index ce20892b4b09574f2adf28ecb0b4e36ca83debd8..0ec9f748da5c6f06ca1deb09b4388d7074dab643 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:52e413b988ae", - "target": "079370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.461 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index 7dfc1fae1fff87b9dd8e7f7993362ab400c4fab4..1bfe24b2a99897be4c7ab5722a12846aa0c8499d 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index ba8cc534bf56f2d318beb7861f15cf32793c67df..d3b138468c367ac9eef246e2437a977385f32555 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.37, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.12, + "score": 35.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.49, + "score": 36.74, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index b1c0115e5d66ad3eb2674d9f74ff90035592895f..dd6724d95a881a8581565d18c2ea005cce0ef0d6 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e01605d062c6", - "target": "079650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.617 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index 96e05a3c6c0173d9c1b4838582dc52240c881fed..300310752df7677ae27bce9060549247c1535541 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 7d090c5695293eb75977435059b79b5aa11ce94d..867c41ad17a92a95dbe67b495776e47f3537e2df 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1152,7 +1152,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1170,8 +1170,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index 331db0ff72e182723467f57d6515657e9bbf0e7e..f9fe1bdab84963025837e9f4d45525400189f9ee 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index 7239d8409eb0b73c3dadf03157b850f840e26177..928c9ca8f117c8f3258d3facaa25d15cbd7e3a86 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index 683b2895cddc1c14a3f139887869357d22f3e47d..2a7fadcdbf691ac85a5dbd929fcb6cd98431c3fe 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index 03b537caa8dec6911e9eca53618d1aab3e376306..04d07d4a068e352303b18cc28676a4cd16de3ffa 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index 9b566961576bf098d6d2d68a86bef0244bef14f5..029ce01bcfe4ab1469cc36818ae154bb22cde385 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 5c687ac806f486893d45e3f8b4962df6c77b16a8..9ad8ad1f75dbe0b3c365953b1c51b3c975d98cdf 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index a6fd66929a306f9a636936a9667e71125b4efaa5..ca590e19be3274fd9c504beb5a5a3a1a07a7d0f2 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,12 +1667,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8279ddd857c7", + "target": "080160", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.45 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index b809275ddd83d2b95305fe6265408a39b0453cc6..7e7f645dbb60c41e0a84e2ec34536ca809aff1ce 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,88 +1556,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:12495e8981f5", - "target": "080220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 3c5a3c3d64b9f14b22bd28d0f122b2b4b62acfa3..3895c0739d8f3fbdbec94f1c8999c84193a038b3 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 18b863686704dbed30901e678fff8e8fbc93c74e..5bfade894859a882a5fbd287ff8fcda0584b3066 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index b7e15be8a105380305719e3ec04366d1b40f2ea2..725eded1ccdab18181c302576463a5b3e5e3178b 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index 624e51461273422b690f98f2ba70094af01ce4cb..7aee60bafc073679ef8aa178531605a12e307e77 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.19, + "grade": "dCR-A", + "score": 15.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 18.01, + "score": 16.01, "assumptions": { "scenarioStress": "moderate" } @@ -848,6 +848,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,10 +920,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,19 +1065,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1098,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1144,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1217,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1227,7 +1232,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1240,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index 2f258be18a5c62e1181ef1330f248e41f869bbfe..415a5b2a2b65fb0261798adb135814b446010326 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 670e7c33c5a8b31078178df9a0eff5c3be15817b..d31bcc2d4c886d1beb3ff2ca10d42cf60bc80fa9 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index bb4c3da42919d40aef50bfedee968374b39c1580..664980b5cd11b804297ed4872f5702d342ffcecd 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index caf502e78929d9f52f4ad68503caeaf27578b179..c25feaa76a91842d7da9186a2584d98ac0efa744 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index e89c9e76d4a6e227d5627272c81ff6006a1b7bbd..06a32b68cfd0041f8aa99268e2fc93052231248b 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -597,7 +597,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -630,8 +630,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -641,7 +641,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 7858b5fbc1dd1b90fdf25fc7c5d19ccc76ca7697..abbe2e753662a884c7f5d9429019ac9af7e98a3e 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index f2b8dd92af54bed6c5279659b90d6925b776079f..fac5a03a7bba1a62984b47ffa0d2e247804a0746 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index e482b1f7e45c4348fa0339b067803f1ab57960f3..f7ef52a5ec5a76edd54187a06854637f9d860b73 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 63bdf386cd6d909aa6b4ae20a014efc2edb6d756..dc85f1f3560c03a18d803406d47ea51aaede28ba 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index fa5f4bac34ee17a9301cb7272076588505c374df..3faf4c19a6ac954eff4d00e0c0aeb05f293013ed 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index f8c365172191c4367f7476c57e792f5e4325e70f..05316badc55b2ae3c8f7fdd48d768576c3c9de79 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index de494ce3ea813b64b7db05c7dd3241b4b2023a92..cd46ea0bdbe42e1628c8ae77c28e1e27d3b70058 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index b7c1ee3d482418bf402e24db2d47bba8bc32c186..1b3ca3f63c09bd18b24dc821dc29cbb6a0286293 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -930,7 +930,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1069,19 +1069,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index de78249d1e0559216b265bd62fe6cef925f12353..7cc7a7c4128339877f16b62c20c8dba9b54a5e46 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 2c2b256c21845b509ba4c43a617453a6c37531d2..585d11256416f7a11b02149ab89f340b05ad9978 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index 8042162a63387ab2caa5c394e28cbb41b35a7d1e..c025c0d647488c3615e768c7319e220d0273a01a 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1537,12 +1537,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b03a5644bb26", + "target": "082920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index c8b09fae879b6a7ab7e9e8b8704b97bc13b17737..3b3196059a94f4e12d9bb9028fbdc5c8aa3539fb 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index 9ef95f826be13b794821c8c2489936fabb16ca61..1775c1785c14aa665e386e2a26b5c49f44d60160 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index 98c836f4d5df697b5b052a62907b7cb5dc25dd5d..a948c610661e791699fa0d69fcaf3003cf104cdc 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index 1bb7fd6c15ed20e645e028da24c3795aac71f268..c2c34d2192289a4c35a6e6257d4a369a8d057e4a 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.9, + "grade": "dCR-A-", + "score": 17.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.47, + "grade": "dCR-A-", + "score": 18.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 508dbd4a641528e362335255a2cbf72f7e1d5113..01ea8c3c0cf943b012c9488ab6c1d8232d8f5973 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 7.42, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.42, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 7.42, + "score": 6.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.15, + "grade": "dCR-AA", + "score": 7.15, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index 379b68a3f8b8a3ac8c2230d75f8f6bae5e58b867..ab9a75c1b48ba29737a57c55121daef3605850b1 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 9f02c0a999e57a2ede4a99d5a44e2d0c9437a9d8..fadd2e52b3b2e5a39373c5e9ca59a0d0b929549f 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index 780161f67147e380f23ed807c4e76b2c0fcf843b..34fb20a7836deffaf766a77b69c3bf7ed737e559 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index e95194e6ea274850dd7fec5c683a6b2f5a7f3923..9516b5435d3e8463dceed16fb850a6c4cfcf68bf 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index 1345c5259066f4ae9882d66c7007a368b535c864..31cb2efe1cb8e3f793e60e6d8afd21bbd3e7178d 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 29.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index 35548648d2e35c74b805d6f7fc4dcceddb6cf600..f09deb239c327efbbdca8b3e0339c0e77aaaa2b4 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index a3785be1a777c0978e1d7944a66782d99a8eb2eb..e3ce78870e373658e7db0d8c26322c46d1ca687f 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index a1a1bddafeb95fb2fae462efdc0761b379c17b17..68eb2d4f6946acdd1031a33ad35b27512351e98a 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index b4385542104e18c89013d17b092ecf94027b0d95..b5a683b3b27bdd0f02f1c3df34ea10f2816e808e 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 95.34%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index f9d034648d1534dc9496accb8f665a19c9ddc8ba..56544b4f84eac1095454a09542e39dca207080b3 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,15 +1594,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index 0565b5758319d96f12129fd6a279daa8ccb263a8..c60551317623224181e29a78d058ea097fc42a38 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -945,8 +945,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index 5bda53620ef216d82b898f8bfb435293bab00451..c10038e299d47a0367772913be8e99aa228987d6 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-08-31", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-08-31", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-08-31", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-31", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index ca6ac14104d61714c35024b9e5d117d5dff2597e..950353a14bb5cecf07453102f2c40039c116e9f9 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4b9913e2a5a8", + "target": "084670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index 4d971bf56420dd1863deb1d026880e646a014ca5..d07fa62cdef206f219aaffb5bc50dfb45c885ca4 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.21%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-09", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-09", "period": null, "status": "derived", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-09", "period": null, "status": "observed", @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index 550e39356d75c598a076c0086c8554e84daf5af3..55b54837a433fa29f944a53583a20e46d40c18f5 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index 7f812cc5b9e1c46bd7fe8969725a7a9aac7fa189..c39f6693a43024941bc58b95deb2757b7e2d48af 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index 57be15ad303aad84024a4f44a73c8bf27fe30bb2..07bb913cf782d0b8a39256549215aa0a4a2c2815 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 678.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 633.59%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index 4d1c112befb391c519347d0b13e78dbc5bb647f9..2f981727ae27504f04cd4e1b4d1a19ede2a1f382 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 557c8f9b74c9d7251e0b101b4f8f4d82f54e2ddd..0be72d808bdd43bc643b88c8b161f2fb1ad0bef0 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index 742b69c79f5b2f9b92e7fd6b94c2139bd93441b5..8dbd2c3c35be8de3262cdce6379a52bb826aef7a 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index 6956dbb4b737915c98fcf3636f9402d00f172b3e..4affb1a12aaf0ca542e96442faaf2628bb17a49e 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -689,10 +689,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index f8c5e9bc2adfdd30b75e06eb6e2d6acde8b05cfc..91359211db4c400d2f847cc1118bdc7c263c9cd0 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index 591e66da00c22e6482b619afe821551d131cd8bc..2f58367fcfa734b8dcf6e8d44137038dba23a270 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index 6582d7f10bcd4334989081615a57bd62b0ec91e1..c2327d3b897e914dd1c07ab5edaf2d4321c5004b 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,8 +1212,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 3d0b2027f04fb6ca5b466734ee33d0271d4965f7..70dbfcb2e1ceec2ba05a4891de8c5aad0b9a72d5 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index c493895531e297dfc4a15e303c4959d54edf002d..61d2f724aa1591721f89d570a25dbf363bc05593 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 28.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index 1b80180c000f821f8e9766e5af82d6c24a2b9cc0..e6843049feea6f2b7281d8bfa9cea9460dbb8743 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 0a0a76076ea9168a18f03ec8c55f55e80a02731e..c715a52e30fbfae7f6d40fd513e7ef0a48ec552c 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index c7aad2dbae9979bbe1f275bd096f297d5740722e..d1ee44a2d795510aca60e43ddf3631f59e1dacc4 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1550,12 +1550,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a80b03c7122", + "target": "086280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.67 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index f9cbb3f21f769b08e7b5771f9fd8671f9b1d1438..9b39c185d1b0c7dabbea44eac73785d727f6eb54 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 1687e211a73eb050db2a3abb323a1471eeb0da41..596cb85a776b7832b1c20b8f806132d0135113ad 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 4dffb101f1ef1c59e32bad403793ee619bd4399f..d16f1f923cec33766ed8f00371fa26062c1548e0 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index 4c2f3b0ded5fd9278a40660514f4027453df7da9..00732da9d737f3433be2c8a321dbc94c8f5219a3 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index 90d226fb5b011f333d8943ca07865dfeb874a689..ec468e689150d20a02a8e8a5f529c44c800eefb6 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index fb4acf16b9355d1485b230cf8d41920e7e28db6c..89918bdc1dfc01c839ff08ecdde673e10436a89b 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -519,8 +519,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index 040d144a6580551394a114bbd47dfffdf1d76b0a..f2c13cbdea7dc3f82ac11e01e5e2469d725f6773 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 317168158e2ac63e224908ae39a3e253c819a0ce..117f019163aa40e13edcd84d97e288d47038eaf2 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 28f010f7e860ca87b1a6d31807af26ff5fe46e49..2239fab4dcedcc38f9f31d8815acc11513601363 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index fbcecb33a32d217a729e4d56a41f7315ca376dcc..66cd7ac33ea6312857a77ce581d6f2a2cb81c198 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:279a73d20f07", - "target": "086960", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.374 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index b84e0effbeb0eadd68f74f1f4d47685206730c9b..941faa4ce639abe1001206fdf4609723a6af8ec2 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index 74418c710c21025fdb118a439ba850c2fe4ec339..58d68fc5895152327829f40f819ffa68758149bf 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index 3e00ee22817ec2b61c4a4f9b9f9551a2dda6673f..5192d722cb6552c120b3b60d8ad303e3b52369f0 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 938c26a80649de8a901946735a5d1d7ddb556f4d..f268bd6dcbcb585999c8797122cf30600aac5608 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index 23d12b0733c0c84ccc15e8aaf0f12800ec99d513..da357ae88f6074e866cae260d05ebb42b76a02c9 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index 8d39af562509630af227a6c64034eea81ed7dec3..c37e685da8682f2185c7d353260fc0611fad5bbd 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -393,7 +393,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -447,8 +447,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -458,7 +458,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 721e3ae5e4dab005c256d69af7440c1d8afa2fab..96e9d99cb8cb42ef07f0f9acdf865f5e1d2e8434 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index f687793fbe1ab73c9d8c9d4e76382c5c4aa09dfe..43b9677be1166b996d40c6d1a2880bf30b0948cc 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index 2498ab02057dd1404fe16cda64f3612afd43d5b3..9ca5a0aa318c6225e340a6fe67b9e752fd32ddcc 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 28.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -696,15 +696,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1118,88 +1118,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:365af4d644ad", - "target": "088340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 7a04b190338f0f59073ab58f54c2548d665d5d5e..6209570da62b090abaee840d77afab6da0378eb9 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 05508bc16ac1a934974673f29dd7a1f0c387dd2b..292b40fc2042c0eabef12caa14b841d10b8dfd13 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,10 +1302,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1356,7 +1356,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 6a6fe8f996b06083fe289d5f0e519c410e0fce47..48b8138397a0ae7078d2a782660421479bd52b04 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 9cef903b05e6522aee9c98f7dbd77a3cb0cbff49..2d20d5bf5dc16dd8362759b1ed68e0d5e350177e 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 23.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 28.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index f8d47c5bdfa89619cbefd9e3773859777d569521..99e274789f695d89c4d912a029c224109616e8a8 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,15 +1607,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index decb29898cdaa3b36609ecac54f6e5c15bfeb759..eddcfe577089ee0c875273cc4088cad5077605ba 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index 34e83a14845794a1841c5f571ee2c8b929a1ed0c..eea4ae0ad1266327110f6993be7c6cac4d784352 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1617,7 +1617,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1639,7 +1639,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1657,8 +1657,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index e29a9e3858170bc4fcc5c3373267253eaf2e9062..11c7a62500a76ae1d46ede15c9edd8685475ecdb 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index b0dbf32a1a853243ffeb9bf2c0331e3f2be35ec1..1b04196045f0c55019666e91be3bd1957f70bfc5 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index bdf24eefe20e4c480c57fd0a18af9b34946778fc..1839f7889d63d1ea269ef8420d03cb0406daa9d3 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index 3f040e21916775f9cad7c1b1b52b791e0875826e..f321ddc3770316e7a5af72e07c105e90caa20a01 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index 93e54dadf10d7033b2537ce0fbf57c5a7294534a..c8e38ec36ab9b2ea58c326a9c7509e0eaa506516 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:962c812ea70c", + "target": "089470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index f68a5488f9a5e6b7dce96d06e4248299725bcce1..fab2e3f3c3b53a339621e88f9b9eb370173d5ad4 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index caab866ed61a33516e052c78a86bd4692f907346..e7f31fdcdf5a3ddb005976b258eb30509c0aff44 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index 12669b091d99925d4fa76299a89d0a981eeeef39..a989eec48eeb23dd2847a341d693f430d3e13799 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d4982de978fc", - "target": "089790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.699 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 95c06f0dc247a961874e021e54595bc84b5afe96..425619d7b7b781beb7f28d08fffec5e805292d65 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index f29bb4278b8c72d68ab31c7f948dc911ac04af70..e16035014e4ecdfaf47f979b5f5d2cf5f6a69a13 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index b8e503117c42270af384a46e367abab573088ac1..3492355b9e23472e4cd06b5943a506dc8807542a 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index f0d2091bee33253e6b12c505a1f66af2f494b317..59dc586ebbbcf2eedbc368bada489bc183781150 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index baa7c2774818190be92501eae5b43978194547dd..ccc992e3be5e74c97fcec8be678152343f36e0a3 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 31432424e669e94f855928cfaab48766893825da..b601446779d946d3172dcdcfe35dfea6812548be 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 1110c0220cff14638f1c958d1647dfc505f65bb8..8ca28db773605770a838b5dc9b3b53e95f204ebf 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index a8bdcb88a015ddacce7044742bbbbeb2acddb7bf..c36343bd8d136b5dec338355804ea185b3a74f23 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index c5c5fadc26cc770fc9ed7b2451de4f8587815841..6c382300e201b56ab00a0df7a8865527be23d28a 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index 735d976de5439550aeb8e1fff00c1ca849e5f1da..a101b6de8f370cc4539db2dff474ab6bb4ebcc44 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index 3db0b7a27fc9a993cf7662d10b5668dda951b479..7aec73824c5e4528ad5b4859bc0a1dbde221ac67 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index abe36e806154a94a046598aa69125451b157c7eb..2cb2d36c4008dd7e71fc08d06b647c8f1d5b3bf7 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index 439d83aa6202879d5a851e8614b98339e1db6b6c..42454d1957471135a13915cfd9c0b15d9d0f4885 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index edda933c5f9aa1318e49f4bfa4a1139d1524168b..cf9d8c51b63a76b95e242bc3145d25ceaf42f75c 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.04, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.79, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.04, + "grade": "dCR-BB+", + "score": 36.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.49, + "score": 37.24, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index 0cc4a1b458aa0130fa5ab6a37d5b1674dd19fc5d..46ff0987aaeee6c84b8c787259ae6c57afd3b4e8 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index b6caa24ab49fcf2476906c74e0e73cde14d6aa02..41c47721e2b3ab515c66dcd888541f4fc8692d9f 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 41a562e92ff67994b223f127aa1838f93e390e31..e8cb2bc54f0e80141568e406c29e59a84593d20a 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,8 +1712,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index 753f7fb166cd9ea5c4ac7a280d0095ffc2206e25..2455e381bd26ddcd75d9306d898e3dbb88c18d4d 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-24", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-24", "period": "2025", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-24", "period": "2025", "status": "observed", @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index 105010e5cb3c935c475a7e7101774e08a03a35a2..cfb3b6e4f1ef1b175eab324c216d5052360689e8 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 18.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ff8d8e467054", - "target": "091120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.543 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index 93affce974b2f8ccd5853dd75a3269c46ac96793..8fdd4473c1ce51cc144ce139c9f0b899e50bed7f 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 11011a33c755c40ddf8806b2d14e72cb8105f6dd..911ef8a3bef0c9c00600a3cdff56419f3aab0189 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 57.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 53.72, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 57.15, + "grade": "dCR-B+", + "score": 53.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 58.21, + "grade": "dCR-B+", + "score": 54.57, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 28.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1dd0e0c5c670", + "target": "091440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index 955f79ca1ab19826c86f2f878e15a9108756541d..60ccd3939a50d40fd58693a4f2aaf38b68858d53 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index d00906b04f54ff6c7e9064438b7428aa075a5f58..bcae764749c6df9ddbba68ee82059d076b1be8c4 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 9a04252b36f693a3ca1f00707050640461c8080c..e4b61c4a27abb1735db57619e7c8d1a9c1cc1497 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 50a14e03a74e59cc73d8b83dd69db873c5112978..456f5926a260384a60a3f357bef64fc61d512349 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 183.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index b3e23551d78cec6121b65265cb95671cfcadd906..a23b034d5a454e025582567b2543d947bd55165d 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index cfd4ef87e027cfdc45ca95307dd6df5281213285..085dcbbf703ad1c3a427e9799f9ba3990e57ff96 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 264.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 256.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 62658e5665eb979c56cf87625dc542a1d49cbf8d..851591ccd8996529323ab7bb8f7113fb1926ec29 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 940a62753952f1389a91b11f0bb89efec9157696..b83704a62de669e93b62da13c196eaa4bf346862 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index f385d2eac6716c73d32a2fbbdfaee78d0d378331..68f99cdaf427e45ac4b9b0667b81dc97632a0a05 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1024,19 +1024,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,88 +1426,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ae04456b21ed", - "target": "092190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.204 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index b87ab81d08208e568c49cca0b5e09b0e95ac246d..e1af5738e9c3b314cc50c3c3ae6251480e2161a3 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:20c85d32cb1c", - "target": "092200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.437 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index e0156cccfd1f37b72d79da7d28841ee97ed5973b..e8d47244a2a78c6c9e4a8ca09c228b3da05257a3 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,15 +1604,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 2a876af2858007e29ebfbb805fec69421622851b..b621a865560a99fdb57274acc09d38cb00331ee3 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index e455c5e7b3496322506b866e4401fdc80dc8db21..789ba2fa7768be1d52132e3f1f77f9c99fdc22b7 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index 68c6ebac0065bd64001d9580afb3d252775405b7..bfd625082f9fe32acff6060e84086a4f9905fab8 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index 6d68cc19c1d8b411fdb23158365aad3c296605d7..406f7836112845b8d417c5d0da764184012ae912 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index 9668913493145642e09991a2557aa767acac87da..455543cf32c3da5c56cbdf7f82ecfef31cbe6897 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -986,19 +986,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,17 +1065,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,13 +1138,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1153,7 +1153,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index 6b5ac72e158875c95bc90a97f4541360f434aa43..6928e8315a7ed3f2beda30bb60e2bf3ef6cf68ed 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 185ae0ca309e419429023126c8df7fdc0e2085f5..68c533b9449efa01585867fae00ebc3eace17dc3 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index b1cc8ec48d29464e0a17ecd88bbaf88487403909..7ffaede8e5aaef271cd223a182254de2a613548c 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,88 +1365,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b6e643442b6d", - "target": "092790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.614 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 37fa2d57ac410266ea34073279ace937152cd741..2e55ef212bdd397baa87762fdeb7f72efe2ce8c3 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 32.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 30.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 32.42, + "grade": "dCR-BBB+", + "score": 30.42, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 32.53, + "grade": "dCR-BBB+", + "score": 30.53, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index 9cc2b26c37475a16ad51e206bbb896f6a89d73ac..e292f64f6bb931cce0d5580625422232d9e114ce 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index f2fd2cb499192b7133f144f412db0221c99f2292..b99af29377dd61a1a6e862792018fab1e8a9717c 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index f07ee51d005e9150960eaddad143d1d72f2c1b78..e223ea2cf5147569ffba57ae901fe67a003f0942 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index c510e55437b30c4f1dce2e741d4dcea62b0ff1b2..1fcd386416567c154f66c01c00e12b15c2f75073 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,45 +20,45 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" + "period": "2026", + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익 CAGR입니다. 확인할 위험은 OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익 CAGR, 부채비율입니다. 확인할 위험은 OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 107.45, + "value": 71.87, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/093240/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/093240/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -517,8 +517,8 @@ }, "assessment": { "label": "재무 기반 보통", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익 CAGR입니다. 확인할 위험은 OCF/순이익입니다.", - "score": 0, + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 영업이익 CAGR, 부채비율입니다. 확인할 위험은 OCF/순이익입니다.", + "score": 1, "drivers": [ { "id": "operatingMargin", @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 107.45, + "value": 71.87, "unit": "%", - "direction": "neutral", - "scoreContribution": 0, + "direction": "positive", + "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -580,7 +580,8 @@ } ], "positiveDrivers": [ - "영업이익 CAGR" + "영업이익 CAGR", + "부채비율" ], "negativeDrivers": [ "OCF/순이익" @@ -598,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.59, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,11 +651,11 @@ { "id": "axis.현금흐름", "label": "현금흐름", - "value": 53.67, + "value": 55.51, "unit": "riskScore", "direction": "negative", "weight": 15, - "contribution": 8.05, + "contribution": 8.33, "sourceRef": "axes.현금흐름" } ], @@ -666,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +764,14 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/093240/axes/현금흐름", "status": "derived", - "detail": "위험점수 53.67, 가중치 15%" + "detail": "위험점수 55.51, 가중치 15%" }, { "id": "credit.axis.사업안정성", "kind": "creditAxis", "sourceRef": "dartlab://credit/093240/axes/사업안정성", "status": "derived", - "detail": "위험점수 28.92, 가중치 10%" + "detail": "위험점수 28.38, 가중치 10%" }, { "id": "credit.axis.재무신뢰성", @@ -794,14 +795,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.48, + "score": 34.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.56, + "score": 35.66, "assumptions": { "scenarioStress": "moderate" } @@ -827,6 +828,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 6.95, + "grade": "AA", + "pdEstimate": 0.02 + }, { "period": "2025", "score": 38.82, @@ -868,12 +875,6 @@ "score": 33.01, "grade": "BB+", "pdEstimate": 0.75 - }, - { - "period": "2018", - "score": 12.78, - "grade": "A+", - "pdEstimate": 0.04 } ], "coverage": { @@ -885,16 +886,10 @@ }, "eCR": "eCR-6", "pdEstimate": 0.75, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "연속 8기 영업흑자 (경영 안정성)" - ] - }, + "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -909,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1036,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1102,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-22", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1235,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1276,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index a81dd025d68f0a11b49eaf80e8324b20d3f720c2..9f3900ee44a148b6fef5623e435ac97718ef7bb6 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 00b8bd5ecf8ed0482355b13e2d9c4026777c81f8..bac07796b7df852539355791ae5eecd6d4626330 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index de7d478ee96da796b8d45bded06bfcf0844d0296..31ebebef55d56bdd59836ecc521b30c7455b9269 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index 95d2be322926a30551d163d5f07a7a894c17d999..a302987923b23aa75a5059f75fa681c233004ec1 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 8bd1f10de080981aa40caee9d67cb359a55d6862..07286ce3248456b3d73e0bbca84bce1065229f55 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ee67b861e7f", - "target": "093920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index efcd5c0f439e3322315c0dbd5a4830797b971e53..e744d73520349f22380ffff297c3f8962f20ff0b 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index c714327a613295893b1cf497aedb98ebb5d127c0..58375a7f8632033b42561fdd842bf5cd360164fd 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 5e5da9d5de2f3c1c3634a2c8647cfead32a4904f..fe651ce7d5ed04a911cc633b493dc516bf1842b3 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index cd6c03972b7e5dc1ae269465fb35813a6baed5ee..25d9e9ad1e074a5e8344adb1aad2fe79727d8ec6 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 3e50205872c355a988ca041b23fdc5f544fa1bdb..43833781408e736035fa8b9a44e3e1250c184125 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index 40277c82929d9e5e05ae6dc85479582ddaa3c285..0c99d80f1c6136c209b34a9cc4b49b7859607d36 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index c0a546b8e09f6a81a1a08db1154fa0c05de89e96..f558f0734002b9445ecf7f82a296bf31081fde54 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index edb243cae41448a6f896d7fc78f386fa3f8212c2..bff88fbd2a728dd60751309bbbdd6337dfbf1ca3 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index 9e4a57bcf89f8c0343ae6f90b3e10af1522b7208..44c2ec4f4a208dfa046c61d0fb9f29ce8e750c11 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a97f549f5820", - "target": "094860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 117739e80c84492b468e423431bc9a4d001aea8d..03a7ac9418d1838d4d0bc50ef4da5d6d969768e8 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index 3ae27210f2acd5117a7679de76c4fb200dc21b2a..aed1f4093174a1f42b509232234e8c5103572e07 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index f7029fd7a0af210d69db38e7de0ddc6175949f42..e3ca6354c0490f3f22348bb98402cb35bf5a87f0 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,18 +556,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -751,15 +751,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.44, + "grade": "dCR-BBB", + "score": 22.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.23, + "grade": "dCR-BBB", + "score": 23.48, "assumptions": { "scenarioStress": "moderate" } @@ -842,10 +842,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1046,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1059,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1095,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1144,7 +1145,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1157,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1176,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index 9c2c6c27730f356f965578d27d54e198b6ee8889..e140b24fc859d48ef6e70ec56db68ebda2379e81 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 662f82dbf8d88243e67919e9fa8e9961ca017c62..9939f045fd2972a8fa256e73b2dffa2ff3c238ae 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index c838839ffd69573233decb922594e64017e7d55e..8e245de0bac2b98ec32f034c15ad0302995eb715 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index e15063623eda6eb25765133b839ab2f4cacb816d..3f6741588bf44cd33fcd9a5b12cf88166e6a8d69 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 97335e8976d40992645d407d13135b9d7e2392fb..2b89441cdd62bc5d813fcf9272353c1a563ebaca 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index 097f959b8e4c1b60b9c6d81d6b59f613ef9c4431..e16c0dd0889a53875b831738cbb223479505f47f 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 8bbd66798a6de8c4c2f9c9e03b54b2e087ad8f8c..7c43bcfe8dad6e5ecf2483064d261bbd43965c34 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 87.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index c06684046d54a6788c5b969b4b43fb9c86587563..95f64da0fb051d7fb236b0a6d3f68359576337be 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index e660922a29a7f4b399bb0540e13f9b0fa6aeb4e4..db310d4210d0c7ef9191af03bfc3f09a1ab5d772 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 3f439b62cfcaecbe5d0997e739eae75ec625a59a..0d0dd442a5ad24ce700c6e006a9ff9861d0552c4 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index 23d245c792d9ffafbc181d3ed4d7e2da12d7e61b..3eea323b0504b3d5746f808213e9e2e844eb71a5 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3755664e6907", - "target": "096240", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index cf9f9c3996d5c1d03f8fc8b847d8d5002fb544ea..83bd31b875f926f746dc97231a6d1a609eb422bb 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index 35dcec1986820e7d2c975a2268e91d41153cf31e..c9fa533e456ff86a3c096103973fbb2ea4e728d3 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 10.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index 2c55e98e8f8a8edab12478875f9cb424b875fa11..c280ba9a3b2e57bd4c19284844d980faeaae657d 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 02feb419d5b9340777c3c043e4e26368f0a80eb6..abd2e25de77d5ffa37a1568bdcb307463de10877 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index d22bfe7c3809a131a8d381d16e45854c7a27c569..dab2169c69691fd56fa4a495b4dafe443c89e31e 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index 996a5ba0e29e6c563d180dec7cdfce9929625908..e1e9950a6a227ea1536e0b9c844d573b5adfce2c 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index 2352562f4a221597baa33364faef207859f42fc1..c792b47c06bb354d15be122ebf0f3dbcabb8b6ce 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index 6c92966dce6a03ef486a3fe186716aeec3385a23..be2a0f286d749f2d8b219089bd384a5a606b1f75 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,19 +902,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 0bf634ec7ccd06154e2e7e2205d2cd1a4bdb5373..071ff07c348c7516f1930bf2abc9677a4a75627d 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index c6c8f5ac0c2c755741baf585e3e306d3cb4ae41b..c2d3662d785a796784f7845f184ff4c680308869 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index 977667cb5a2b3093c79f932617eba21a5028943c..6861a88bc6157e46cd3f0352e8423273b773ad42 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index 6101983e08a7e06bda3bd65076dfb6e34a207d40..a9bbe0dae7c9239d0d46ac895c349a84601d33f0 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index d2e40f91efc9f4a1a4d1737fd57f01f198729eee..e72d5fdb47c1c9e7b0da4b6d247d2074c8d88e84 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index 863b526f7b2d6fd4f761c0d2058c00b3c033ead2..98666bd36066b0d8f60d7136d25a8b99283c516d 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 20.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index a9899db8d2ffd636168595578c55883c644b1bca..901348d0878258574c4e387c282e7cf181777d46 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index eaf7a87586ef983b430589ef3e7daf9f6ae891fb..44c3cdd505951d409c872f111152c63bdd2d4f31 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index f397972509addaec18932efaf703eb48eeb15c44..a9cabb96b1886282491cdd5fa2f8ab624be0bfe5 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index 7d49cf0132c43eb1202b389c821199eb2350e370..c453d13830ed7511f5935dc3b8756aea72066e40 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index 822a86fc16190338f98f804fcb8bbf8efa39fcd8..48ec340294d38f022560a81612ab67290b7e15ca 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 9cc232286c30bf4c57fe4b60009e1980edee9b7b..2c44baf53bef5a39177437eb310863bb39ac3bf7 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index 90a4df85a0f8d17038ade04660110e98947af1a8..73af08b9464502fb242192e43f189145c56cd72a 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index ca967153409b854fe58fd46425a85b10b4e29cc0..a640bd67460bd8009da9f344a980a14b0a03090e 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index 8a3ad1a261d019a38a02fb7f3e87c64cb441a547..55fe794103c9e717dc5b203953d433d84a0d7e95 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index 231bf742d632de5aee60be3549e24b58b8b93f15..1729056c7a12774e8c9c480c62f79e0bb84ea495 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index 40c1c8371a02af63efa7d6e6df5bdd0e2c6c10b7..e03393331f111ae870b494a8a5b92530ef6c9911 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index 4e90be08f807694f471734e250317e8770b05be7..c11bdabea82bf3cae677c3eb31c2c05072237989 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -991,19 +991,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1024,8 +1024,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,17 +1070,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,7 +1149,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1158,7 +1158,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 654d1784130735dbe6e3f62e733d22404174f5fb..09ed36850935cd58aeed1b45908b866340341bff 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index b72b0fb0793da7bb5d514fbcc14499dc2d5c5f61..60e52ac811487ea4f2c95e9763313bbe85d7313f 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 707d741da87739c605b377e6c2d7abd4de4d31bf..776e37d4778afece490e4b00c5d9dcb4bb4f7fc0 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index c991b5caa340898193a9a130a62bbb47601ffcc8..b15f84b1c5fba562b88dfc2d6dc3721cc0f1d0e6 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index 468447eecd7394e97948c22ba2dc0e1d4df55479..6baa2f448acd514f6f74369172187d8944e6b4f4 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 53c4d45336adb6149ff56581d4a4ef10113927aa..efefdf2d9658cfd8e37c4e02120c72731cb8da70 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index 5b638e04bf8cffa1a072f822b5ea85cdc03f5c9c..d0e2a6dea7ab8b1ac782e13e775bed6bc8dd43ba 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,8 +852,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index ec1cb562b9f5ebd11b8fc6ff4f1270ade63c6471..42ecdf36acd52dd894e0041a9090d924661bbd20 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index a5bca04c6bb932011665649f3ae6c67748ae9e46..380b77cb550d7e0a6bd99242b28323fa8a2f7cfa 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 63e311e793766502bdc7e709d11ac0b0dc6f4c4c..14d8e036c40359e502ec0e8a6f1ecbe244a16af8 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index eae64660308b7be1cc757d4cf51a939967aaa1c1..358eb119b90d31bd37becee8bf5472a7683ff130 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1079,10 +1079,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 2e5571601ec1046736a60ba812de39537a1e558b..be968ea3a92a1132a618bc3a1325ceddfe4bc456 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index 73b62e1816bc676f28d57bb4e977e5f1e7caa46e..ea4d3a1d5b1228f3a50197f2aa6d813cf9ade024 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,8 +864,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index fbca013d9dd884a97cfb2977bf7829fc468e74e6..0a9876a30fa2f1d3ae6c6df18a0a4c7c89e6e91e 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index b4683d9fb8dbd42a0574e133b9956a989a2d4622..dcd00850b98206a2ab7464bebe9d52cd21666f8c 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:76d11089fec8", + "target": "101000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.456 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index a750695bc4294e6a44984f2880522674c908b79e..75ff4e2a2b278fc181bd93c1bb784cede1a8d39c 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -914,7 +914,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -947,8 +947,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index 1b9a6cd229a62f3af8c8b74960135233afa99aef..3bf948b78fa6103aea5c3417369289bdcda3e54b 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index a76332814a48f59abce88d79e31ff41e0e66140b..614c515a3dd3b0d73df301a3e881eb54f8be6b5d 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index 7fc9fe46922ccc7481e87c2b6b25fa6937de5c4f..d5fb5918100b95eea662faf52ca8298546535477 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index 6568c737c1c39571582ca8c6f7d505e2ec02697e..bde938c040e2b30f847498ec5368ba3ae6244139 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index fb52660e62a010c8c50b9c842135d89b64394ebd..4d124999103cf8a6c738de86c1a62cf779b70336 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index aaedb41c6f0abc09c56251eeeeda4f36c99c2ad3..7e1b1ee91a01984480aba23febbf827ae310ffa0 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index a91bc924f561c8cdca017841945781ed00344ce6..9d121281ae28ef21115ea1436e8c80146e584768 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index a98e7760bfff65792d8f2ac5acbd5426f9cdc62f..6c77573662e099e217c2d33f0624576b0844ca79 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index 6ae9dddbe8b22d9f48b8afb9774e8b637b6fd9c0..5b859afd4d22b398f584ed8d2897431861b790b8 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-16", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index e8127bec79b4ca671b37373c721f64aadb11d84f..217e14cd41361dc3410e8d559945ab2204b2a0c4 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 198.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index 82becbb0748e70a699afcaa77a2013e076f3cba0..33ea0b67d18b3cfcdd00c65c7de5fe0244e9271b 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -851,7 +851,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index ead35f50063c1cddd1c69b8b90fa9ec9a4720c3f..65c9ca33cb2b871fb2ba49a6a231b290a17bcf36 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index 4f276d19b9a811bee5e448d06586838502a7a40b..8585e278d6cb52f142df186786ad26a47599c17c 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 1b5958d9e402e50cc5ae23d302d39a79a3aabee3..ee07961407b304e1411565eb0354b7ea8a37bbb6 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index e8d49d154e6886a2748331ff06808f673e9f39a3..fe0485d9fe44a1485e00b827e4a565e2034bdb11 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index e539604cfa881feff6e212bb229c6308769ef5fa..d84af02c34712804f12d3b655aaab629fd51ada2 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 58491a6e2fad5ee12bf72d5327c51009b686911f..d3c24de57355389922dd044554389912434bac59 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,12 +1599,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f7429957042d", + "target": "102260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index 56229c9419baf0c7cd84fbc6ee0ed9871b8864c7..3a88edce60984834a8d092e7651fbf587097a18a 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index 9db616509804b6d98fcafa6e43ebf5bdfd62e058..8c1ec4aac37eefb68d96e13ea5988052a7f3cf3b 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 694991fe1ca61bd8126388f2ad10d4e837a1eb99..d6e029655ff388094f0f319942f621e44df450fe 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f543077776bc", - "target": "102460", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 7d8c31b643c43a1eb29baf38b2a15d665c760cff..1fe76e6b3ba60107b1c1e0e6451d7bf709a732f2 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed2df753264c", - "target": "102710", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.654 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index f0f592b9515b1de87c9c05ea847ed65c99d89495..06de249ee5187a4cd3eb2ee6ee53daa06ae2b43b 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,12 +1556,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:872fea58a703", + "target": "102940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.463 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 190c93dcbdb4fa3f07ae8839fd15fe97e14b4c09..6a8d0047776969ecd720f9165155f736692cf549 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index 329a7fd1f52a9320b4e0ceaa7235f4b40113ce04..368f724725f908f3684acec4631399d5f507cba8 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index 380e39ce2eeb47a42a7a31073a6308f26bf65efa..fde1091c32bf5330edd996df3e26f150113a746d 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 3d3d5c922fbb8523972f43b99bef9685a2d39182..ed7ed847d1cae14eaf98bdc53c2a63eb8ae409cd 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 8614bd280c6c75e694e2f8b2ad343bad78457fef..3ddd03295b39571859e778a6e274d1fed1a20004 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index 0ef3c32055556043b94ada5d04c425f6b57ba8f2..61ce594a89fcc615faadf0486dbf82df90ba1d9d 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index 6a22e2a094fba41daf591e6b22bf1c719a3e13ab..223028c9a004140c596fa42f21016902c65ca371 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 681a295528a31f522123ab8d7d6d05e93bed56c4..69bf706fe1d574ce09d777124423c6d22023f674 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index f008f85975d467909e94e215634f030251131ff3..85a824d38f805fce43b67f184054e3ff7544d3d7 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,12 +1466,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c39a87199136", + "target": "104460", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.623 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index c404e8f8b9e27c237beb127ae115ffd41d5ee6d1..b460b3a0aec9d20a8b3716fb956d20ccb5a8c420 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index 6c58b9124cecc923689faffdf9392776aafee2b9..8e0727535732baf2bcd0ebbe40606f0a1e8652e3 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a8469e6f9f9a", + "target": "104540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index ce56b78512467e56bbd2dbe69c49b2d644f6d125..90822ebd8bba90b046462d6f732b1f0d3d443905 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -955,19 +955,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1097,13 +1097,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1112,7 +1112,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 4506546bb9d7260bd10af256bb7df6ba1076a766..cfbf9cdece45a0e86baeed6eb75f92d1ce62a8b7 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index d529397cf102f909c24aba071ff23bc617c3d159..7236715c8a4a37d0bb32da8641bb8fc08c6979c3 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 7c7e72d40a939a8866da7d25b5fecb54b69b54da..2ed2570988883c3433d02c4d1ddaffd8390e08bd 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fabde4159e53", + "target": "105330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.299 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 63cf7153b56afb7b5b89117e62fd073ec35238ab..7ec7073c90470809af27832d59b98f29f5344925 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 361.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 345.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index 880ae86d916f33aa773bf075305ab67d853becae..12b73878d54309de49ddcb1905ea1d2ddbf116be 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index 13c83d90aba019bd286f10f6c3a272b60a67769a..346135a092f1ca39f0ccf9d62289b0a41e1e346d 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 5430ca0135ff3722e79769c55791864c6391d24c..6d53269f61965ecef6f5f7a94ff06790d5c7d8c3 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index 620a5e046085626c4e158c380dc7bb538f474a4e..110fc8b3ca687e28ff20e1ad71db079ae9a6858e 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index 0ff56082c8163f1699a092b4b7c3bd00016713b3..319eb230cf0ec692c10fa6046c22f46719210f06 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index b71f565ffcdbd3909b5486d3d7237f005a2772a2..9d9d8085680718e5d56936d7aa13f356e82a0e76 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 178.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 6987e513805c0b8d35d6f0d4f8d2c8be3a4d21ff..54c92b5125112660c1d071ab7f83f94b7a89a227 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index d0801dc67689d3479c614880fae167ca58e6b24d..1a0529e4088398300c36172aa5642aa7aeb4db4b 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1671,7 +1671,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1693,7 +1693,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1711,8 +1711,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index 1f6c16d282c1f50f75f43cea70873fbdc9041834..d53760f87197b75336ce080056920df377c320b2 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 920df4d236cd6710b90fa97aa5d6bfac0378a179..31b0427466d0330c527d6effeadb1f84d92c3526 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 8895974bb6aa311d050979f3ed97f1b0b85ff52a..e2887f7e9ecab52bdc2a6cccaf57973adb377ee2 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 7464289931c6cca1d8580d62bdc8764f94f7585e..eee0d3a97a9384b5bd14f256ac3114442b685903 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -790,8 +790,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index 49730d4031ddd0d60340d6eb8c9b138a314af4d3..af9ec6824c06b6cafe2b56bfdc4474a30a01cab4 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index e9c0d6bbfa85547c47f046bf07d372d3a6d8c79a..23e578a59773a0043db56a677276be1be34664c5 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 8030637fbcff0263ec5120a017c826a071458482..7b37da158f1714f0cec595ba1a506f717d9f00b8 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index b6bbf27ca0b9826aa7bdb7b453f8431f09f3f1fc..c8df11fb523c18531e1e23880e6d3d58f88ff369 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.69, + "grade": "dCR-AA-", + "score": 9.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 8.04, + "grade": "dCR-A+", + "score": 10.16, "assumptions": { "scenarioStress": "moderate" } @@ -821,7 +821,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -890,7 +890,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index bfa02acbeaa02338c8629a6ec9d514bedfe2c53d..a37d180b6ebb1cac6a12fd3449c6d8052701e85e 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index 34f50c04af6cec621902033b3d1bbc15340f8dba..d257d3cd0e785a1c7eeaa343309997bd2eb75549 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 8e5084244e6c9a4ee9d48a6f38ca9a6171b68c7a..a411e639a67c77311a066b714a9f77b63d4ee2f3 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1151,7 +1151,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index b2f39bde3cfe7a51756164dbed4cc878018a7930..122711710c29325c01e048eabd7508f0518d33e5 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index c55595c5e5020cb690d1e433e967d48141c44cb2..1283d8d8644a39270a11e2f99cf5329bcfbece6a 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index ee5d3d6f6906e1378dc66b07e85afa69bcd60d3d..1998d9137c13757172772c2057c1e564a74ef241 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 28.34, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 25.93, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,15 +746,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 28.34, + "grade": "dCR-A-", + "score": 25.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 28.77, + "grade": "dCR-A-", + "score": 26.44, "assumptions": { "scenarioStress": "moderate" } @@ -807,7 +807,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 039b0b403766a483d4567ba27c693e3332b27251..3196279af3d7a9ddffcddb6c047cb5e52dfd47e8 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 320618ce557bb19b5bd0c73ac8e7250c33074c25..5fab427f084ee1aa458e2a13cba085b5d171b4f0 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 731018589631381728b8fee981ddd3938f56fbce..0f25cda5f165762e89cf1d155846363065e9d216 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 7dc398567f6f74a927f3085fde0cd6c9619ce3bd..731df056fa54ee68a2616be44f44a84bdf04905a 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index 224edc7d3d78c4abd42e8ef5930c2bcb35fdfe13..fcc1a2494e9f42bee62b7f03457609256866044b 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index 52462eb001e07ef8ecc2d18bd006bfba627cbc5a..8a9dac6eb4358846e2223e5fb566c38d55b154f5 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,18 +601,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,14 +797,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 39.66, + "score": 37.41, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 40.47, + "score": 38.22, "assumptions": { "scenarioStress": "moderate" } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index d28b5e383b8305148680cb192eaf2ba12fa8e671..4a9f324fa34473d4696683e85d5790fc4feab350 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index d99d91335847e17f992827c8133f8dbaab8d89e3..5cf05f39486ad6e90bad57334479e3ed5ff07f78 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 15b3fbeee6832b51ddd4ca4ad17becec474bdb77..ef626ffd6e075d8dbe8368fc2aa3931cb2726ea8 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index da5b8ece05704bdff28b6891b17dc1ce256f2929..9f339bfab899b8c1ca1f41cf57d29a42af9eec36 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index c33e1fd6a0fd6dfd9a6a9e9199abc5db53a47903..d14bc7e714a181d1648ceb0686bd132fc73f6807 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 746b6f3fa9939e98bbdb5130f681d73721b4f054..44c76809fd33077b5f55a238c59a93c6f2a0dbc5 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index a793e9bd4f51ac13fe74bf10c76817872eab891b..01f18a1bd900629d4187493a54c43300fca317ac 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 3e40e27dd3ad940e0878c093a56de5510006ce5f..179e3e6cd72872619acc48500474b0536fdcd29f 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.7, + "score": 32.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.36, + "score": 33.11, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index f3594d06becf858492c204156d090fec581cfd37..abc3d824fe5145f384f59ac505722e848d400d1a 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 17e2ed02bbd3b3c87b4862b9a16b00d721392303..093e5c79980514958b65e1b534665531358d4189 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index 6f0f3131dc42d42317896deaa23ec63b1ddee2e8..cf75c12408b8ebbca460e66ab78116416c313b0a 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 18.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 13.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index 706d7b80a1555dbe2765b1a976108abbd31eef34..df4baca0dfe1283b9a1dc9d457b709a77b90d613 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 32878c5b33c7b4dd712d68f1aac00384bbc3670e..6b12f7ee1e3293d3d098d178e2d90e4f7074f3ea 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 5d51c3307782bfae6de2f2fcdc8e6f62b7c5a098..4bfcde1f23421e0bdd25ec2f9b39202ce9a81ebf 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index 36d4e2928435a331745bea032812878905a66865..64e90ba1da7a94617765bc39daac40cabc62b966 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index 24a9a19db60ab46075636075637ca636fb6a5969..022611be5b8aa8545b467b6154c72838d2d11bce 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index cd52fa3cab0fd97fa1f92c48ca7adb17b576b023..013042b9f659f2c1c231e97394b53b2d99b45c49 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index dc06c60a37006d5a1e8247ea6d7eea636070413b..64f77ac31db9cef4ee7830c141940246b7f8b08e 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 70ae1cf65bedc00f11c878184240f75485b9c9b1..71d1c0a811770d8aeb12e6b0634e927130880895 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,10 +1074,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 1fc84394bec0ed4e6d0210adb19e91a91869e2e2..3d14704999a7388ceee28d0702b6f0b7874b5c4e 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.53%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index bb93d3355cbd0902d3faf654d4e08de10ebffdcc..bdee9710f2d0cfb91083ac3a4504de557b43ee57 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,12 +1304,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:566704d3cfd9", + "target": "115180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.822 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index 1326649e11fb83343eaf52f926ef65de6e7f7f10..5184030688763581a4e047c413950c4c013805b8 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index 8486224f5fea64ebf7a5b06f821eb663f9c36a6d..0f90eae10ec9e72a1947a74de1607e801c9c9ac2 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.57, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.94, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.57, + "grade": "dCR-A", + "score": 15.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.12, + "grade": "dCR-A-", + "score": 16.46, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,11 +912,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index 459cb62d36df456fbe7dfd3b29474751f66454c0..98295ece0ca58eb3842bb938e3e2c0ab3a818f34 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1598,7 +1598,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1620,7 +1620,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1638,8 +1638,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index 4e447d0bc6336ffa44bbc8702317beca6a2edb42..b6339cb5a5e10ecc2460a03b49cfa5f79b6dc27f 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index a2b96a90a9ff423d8702ff6abd76d4a3e63804a1..27cc32aea0af2e0ff3cd3e3a7df0001591d07e8b 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 3a7516e4adc418121e415af0ff7d40e961df78d2..c694aeb9e2aa9299abccbcd6c9a54bf4578b5e17 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 21.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index 627230dc262e9a41c302caa7bf0c9316fcc6faca..a757ac18c0e9e2ac07b96ce8a436ef335a30cd36 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index 6694f8707a60c9232861ddd1d9623c83c9226bf2..89cd20f099a59c8afe9fee0ca6d20c34f5d7df19 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,10 +1029,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 7218df1d8ac5c056121301ecc5d8317a636b1c80..02abdba281f04dc29e7f231af58d899a44edb1de 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 9042a74f43d11b0411a0b4195602c2e723b9a0ba..017c138d3353d63cfc83dd21a67aa60530632af4 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index c705e9ea9072aa76ab2439240b27b3af3d413879..b7c98b754a7b0e2639aa72e9184356ca3a3b775b 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1372,7 +1372,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1394,7 +1394,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1412,15 +1412,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index abab3e7cb623096963c4933ea6bccec12c7c83d6..43c5958af4a13dc15c6b3358b8fffcacc3e0db47 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index 0125e8c4bbd9b5590d39f235cde87f203eb10638..622b2f045b19a4cf2a0599babdc1db1cc526d43e 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,7 +1593,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1615,7 +1615,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1633,8 +1633,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index e9b27d0102d8ae96b2eac2e79f1192b6733eeac4..dd160b8dde930991650963ba2edfba86ac8f224a 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index 8b5b3ea7525ae0bf5d0bbcc04b17cccb9e7a805e..cdc3c01eee1a39dbc6f901f006592b6a4a929e09 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index 42d9c6e936e2ae18081e1ade98a3243316dfa6c6..d4e71f2db8686d88b8d9be5a9b129036558689db 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index 10f77008d6878c7ca6c634581b15fac6a2406e79..bf0bba7072f807c5c9d1fc29a5d763f2bf5a4cb9 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index 7599606872cb9619a310b3b99574fc1ade836c95..53838e5917d246860796ea5f778366635ac7cb39 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 5eeebf6f079db28931ffd8e17697692f957dbd7f..cabca3c70b45baa57aa58c94b99e93542693e9a6 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 5a2d04e83dad6196667b8305342d3f6a3790d617..58f5f95bc298dadcdf365bffee3f9e5b488a2b47 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,88 +1463,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:15235b1b53aa", - "target": "120110", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.804 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index 9049bc8d6ece9425a3f3b65f79db86c22a88bbdf..ec250876d08480502b248eade202ff62b4e9e517 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index 000744427e51b4eed5c09cc9beda960908388124..3696fc780650c0c5210fc79d59130bf32b11a8a1 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 52b06352cd27aadec11bad37b91995bd912960d6..fcc3907c5628ab7e8c8e641caa750e63434a68d4 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index f750991c47a230b88bb7fc6fc0fdc145ee9b8181..827b9e38104886c2e87fbae8e40451b5873f7ee1 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index 4b6df25141c5f1a2f87f36b7715cd301c7818320..f17882bba2d4196a0820ead0ea1069c5316d5666 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 997.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1026.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index 643d8fffc50c640a67bd4cf37774fef46f687c5c..ca5efea832cf7b9a1b3448d7fb9d7461b1904af6 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index e2719cf844b563a4a89f2240a22b5296974bb3e6..a1aeee7ef67f8b3f2c45434ccb37b84a6a2a1662 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,19 +1039,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1118,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1197,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1206,7 +1206,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index 3fb0d8b9cd8a078deabda6cf1e0cd667c3af5d89..2aff11f21a79695102b3482987d7be53696a15db 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index f9faa6240804389f84f1e337806376182fb8cf5c..b78cdd4c4b00bdcb692505220cb13ff60b65b827 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index 683fc2c7ea75cb934e072e07020d80a49e281a30..7d3d4ab413abf97f7050f9d7407facb45ace65a6 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.67, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.75, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 23.67, + "grade": "dCR-BBB+", + "score": 20.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 24.73, + "grade": "dCR-BBB+", + "score": 21.74, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 273936194b1d30e7504ab26fe028863870cf8e87..6b33675656ae4a4965d1fa9d5f590ea3cd2ab886 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 13.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 12.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 81ebd88a78aede4edc3cb002f26b44a1ea1142d6..9e138a9126b7be58968328c488fc82aa6ff8ad5f 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index bd92e18819fa1e851e51541d005fdf7714eb9b29..8e921733d6c1fc48f80b65c8c7e0063ac737aaba 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 450ed442a6bd1648fb79524d95efa59603d26d03..6b996df5e526ffd4a89c629ffa7fb7aa676308a7 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1514,7 +1514,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1536,7 +1536,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1554,8 +1554,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 570ce3cdb1a996600b481ac1c677fd77c9a1adb4..9f01e09f634ffa224954b9bc6df981c4468de0b6 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index 439b961c13cc4c369c9711470262fcefd041ed51..f4f63163e6af252e3f0fcc75750815329ba7db2f 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,13 +1133,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index ed6b8c95bb74faecb45e8c57fa317afe9041e040..f64b87721468179ab918df916defc5e2809e20e3 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index 2f8ebf9db33e08a7bba5641cee85eb45da8e3643..61f6e00c3d55604559cf117c4fd0eebf3e47251d 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index e2015f40f377414762eb991fd7e5ee70664d176b..162354e7ae33530033e8f54de0b9ac1eb5899350 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index e302e76b1511b0a34d8beb49659abb499e489531..455fe622a83fd0a3508855f66be7de5ce2620fdb 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 631bd12e77067983a22269f4e510d5dc4c4b6c8e..9c1a071527533213b84c6dccb64c220f50a3ba90 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3fde62f3ef29", + "target": "123570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.652 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 4b592d02ad7a3c2d21a2e47d227866f49b7f752d..5d81e60d4ca476a4cc240221de919c4c5cc732ed 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 06bddf205ee64b0e96f8731ff978292fa55c6c52..d4d7277edd29e80b0289ce4923eaea56b1f61021 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index d43529627dee204fa1241e4664d4bbff4520de08..a299cdc4b8c034677286ac1a942ceee515674852 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index dcbfa8f23a20360e7878686ef6e0d4d67d0058be..2d4b9dbf2effd64abd6e1039c76f25460ee62fff 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 462.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 479.60%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1477,88 +1477,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c0762c0bc5fc", - "target": "123840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.659 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index 1733c84fe450a8a030560e3482b7f10c4f9f3db2..d8601c1965fed47220196a1621835ded911fd869 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index c057fb1d8fe063d953528d0e92932ced44ffd8d6..d79809432e1e48a51ff6ecd655779f8929715a22 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index f1053da348b152e259eae2ab8ca7d150d44e83b2..9568a4c2e023e2a926fd9cee762487197ae7d84a 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.54, + "grade": "dCR-BBB+", + "score": 21.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.7, + "grade": "dCR-BBB", + "score": 22.56, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index b8249bedc343a310a67c9224db5ff27bea50134d..3e509a5dca3b438d357fb9a8aed23fd215896102 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index 2c4cfccea952b916b5adb0eab49df7dc60a3f389..130959e40c8c6a46330cbf666fcafb5cabf4ef51 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index 3f615a31a5a788d7d603e835c01fc08ee344d816..c534dde4fe698231031ce9b9458d8b63f5974b34 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index 917525f0268f921440565dde4990eab5f333f6e7..ab651caba4b0ba04c6228bdffba0f01f4a2c3384 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index aff64440f9e9f255b37b0545a6e196526bc11099..b7b19df6e1593b332333ef71cb025fb248e19f9f 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 0cde0de55ae69d35f62982fd18bf245e0b868dec..7a0984b6f920fecd3fd8d12f273800b1379bbea4 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index 6743190d2c756caf367fa2c1f5dd798f31a48d98..ba56ef69865333763065f505d1e0f3e1ecd86db1 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index c634c86ca697ff5eb26ec542790f3ef7a7f08a7b..ca7d759c49285623d81c767830d6a1119fe775e5 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index d467b07d5c2124a01047a22f103ab5c0a8e35ff6..51aecc008338be3c948300fd429a0ad0a247cf4f 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index a78958ef955c20ef851366c57534ba76742969bb..42021e5aa6e05ded38197e826508522bfe5f4b5e 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,15 +967,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1420,88 +1420,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f877c71f820b", - "target": "126720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.665 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 5fcd8e164934da79532f67258c9970c644b94848..54d1e1a046adf4f03a453cbd6a94ef09cad36193 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1153,7 +1153,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1171,8 +1171,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index 8d318cc792ed393ace689ca6fc24e7564e553935..4cc2b4d5647554c39161cca1642b35fb584367a3 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 3a04ddc7a7b9a3b8da0e5859557b9fe11e258776..07737f213a5b6cb9af179b845c6a7bc6e077b617 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 90f904e55832de41738e787b13f6f9083c0cd6ac..54a3c59500bd25f895e9f52fc7567000e40b5591 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index ff74d0d450c0f4dea6a0d8321a93d931be88d71d..d07b35fba9fe0039a881db4d5e123c662c2252b8 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index 9c79d7e87a1e98c21d0e985d61190cd03f03111c..c1622a6b5d3f8c347ea4d76614c73c5a652a4bcc 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index cfa0b86c896e8ed1741f6f42962d3233716f5847..8ea19aaf5821ac2f1353508868528b67fc46198d 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index f550663658dc2091b5ce3ab1d6ab8824d8793b3a..dd333a44068538b8de6f1ee1d74f1b336ebc89a3 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3414bd435b26", + "target": "128660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index fb7d2feab0e5f7ce3cfa512d09607fe73e296fad..834c408cc9dc737608012eb748d2aa0005814649 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index d3c142248f22f72eecc85865030c878d1c3076ec..54d9150ebe414aa88dc927e43657ec30bf487228 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index f4f10ec6fe1fe82b8495c69c191663fb0cdfc627..5b9867cd36c6f6ba82cbb2f8a6c0a37b71aced84 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index e7c78babfa773eb5475f412b95c4d183cb1b5d53..c225b9d3d10ab0199935bc6f3905cc2683ee5035 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index b7a4710cbffd5e29aa29af1bb318f1e2c01f3f4c..eda542c7df60214243ef0eb562333bce8ebec505 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -496,18 +496,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.02, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.14, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.02, + "score": 51.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 53.19, + "score": 52.52, "assumptions": { "scenarioStress": "moderate" } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,10 +991,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 46cbb8bd710e1a3308830eb6500d255f3bedea69..4709095a40adce42ac02f1ff40713c7c7e1c7598 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index 1e3d75cdbca56a6037b532c93545a478cece8c19..e5236e36c4673edbdb0deb41d9cb94ae76b2686f 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index 842cec8139dad28a99ee969c14872d8d386850b3..6f6b6655beba0189db4bec38449eef894b33515c 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1510,88 +1510,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6516b6642e52", - "target": "130660", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 03418af64aa1d242631e847c346f352161fb6629..ffcfa8581d06bda3e1fd8abf9542c036e46079ca 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 659e2c80ca08db8d86a4c748f9d21c92af0c5671..199b82f1aed71b0a7be776efa65069978e9d9d3f 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index f37b5e65300e86615ef6e6e0f265d44618a87f3c..7eb0d20a352326c2280dfc1c82f0f74bafb933a2 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 1385aa75572d2bad1581b3cc15583be91bba1cae..7110d59bc01d2caede933d3b1f2a0404ae3c1937 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 114.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index 82b04225165c395e5db9eabaf74c6e6f6395603b..ebbe7df858d51357d441b079cbadf16d9327ae9a 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index fc6fca4626f57edcff968bd4da71bddc4dbfc2fe..bfdc6c54c2a7e26d8b6ddace7974a7605137855a 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index e09c10e62cb25c14ed5d16dc7faf66848a46acc4..84aff366d162892550932ae81f9f971efb053252 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index b790e99ef84b1003e70f131db048f766ed92552a..3d0fc65aa40145128dcf8c4df9b5b57265b5bd43 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b6a69417af7f", - "target": "131370", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.634 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index cc015d382eedd29eda94447657b5ed538df23eed..2c25f1c1384f86be4b9e0b2c447ff1629be2a464 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index 6d5062434ee0cab7c7a42a22a58350df5a265406..0d83fc6c6d7a9f083287fd5bdeaaab029891f7ce 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index ea5430137174037f0b5568898b7211cc2ce580f8..c1cc202b30433459f83e3b38ffbe7b1567e88ae0 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 0452fa8267907978b7312863bc4a9fe81eea9ab0..7417d75482944e245b2fc66f88d925e93d816af9 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index 6ac948dc4a03ef525c27750ee710d527b410d0da..1bbdb78a0176b5a5da250c1f13b339fbd96681c9 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 15.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 15.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index 932e38ca1973cfecb00bb29924b0dbb7f33a3ee8..cb17303a56a3262601ebcc1cfa2d15fc2ca44330 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index 906bbd9b2ec4fbe931723d740f75184333cb0d8e..9fffa0abe6f9cf450464abd3420bbd934cff388f 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index 7214d795eb97c006051c5f4a31fc3b3fcd3973eb..bd8741282f2ec8d211a4e4b24692e7d7a21cbe34 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index 91dfc1722ce31e0c47f0632cb52a10e9179dc285..c9270dfb0981b3022b33c5cd5bbcc8b6b6177ca0 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index 222982a9525e3f74daa529f9930f842ba1893c2e..16d053a751e356f6ec28cc09c21343acda80e794 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index 1b4775f8738edc0f7cb24470d7f2b6c1b7d0eb1a..f9347324e9fe423301ac792dfc8fa698b3e2660e 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index 23dcc8a4e0d6f524cdac811b34cdb81b3c8d96b6..a4044010b111336bca6e045b1d509e9aa50e69ce 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index 52b7aa98b69db210d40e80e25a8f236b893c5b0f..040de70b7749dd5530c227d03c54b84aabe0bc9f 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index 54e5627d1c39708d3ad18535f2ea468fedd329a9..e83962582ab63585635fe00d8237f6355a34a32c 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index 94e89debaa9e0cc1d28668bd7181e494c5fb58d3..740dfddf37f48371bb76716ec9372f57b18b3ecd 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 4b165afb67d0763683c9a4ad52945a23dc4f1b8b..2b12ed1a45f10c4f41deaf466f16723bd7ae0023 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index 724ea3df08ff25ee3a4d1c7fbe3261adb49e2c2e..aeb04774dc9d93fdce3ef4b692efe8a07a6296ea 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index b2d743095c22c08e5fe2af4a3be6d0836e55e993..995933ff5d92bddf85b49926216382f48c0608f7 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index 2212cce885fa03b70fc050385806e4a5affffa28..0d59ce9fdb9838c039ba6b81b451335cd3f51516 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 3a9ce3d85534aca9359e70a58e7d7111bdb1ecc0..8b7def8c9ad9c0480bab06083be5330f97b5336d 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 18e16dc49eeb9f97965ff26a2f242d99da884086..9f69cfde9b9128d4f0e8707ce46dfcf7e4e4df44 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 7cd16297bf4b32dccf8503d72587d82038eb83a4..247a67094caeec4f5863246614517c63aa589db3 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index b08acfb87cf55defd094d41e3c2de2aed2e8cd77..23248a9df711c4c693f4ed30e0e586b32925cb53 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,10 +779,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index 34ab604054655601f2d2d6e378fb210d7e72b54d..268ae19cad98c8ff1d5d6f83175ac6608ebe005f 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index e657ba7031b3b044fff943009ed00ae098a4f830..68860d3205e96efbfe14e9f73f3d1026ccfe316a 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index 3c691684665b30afbdbc40526ce7afea59d53ec6..e9c1310a84bf9264402557ef601396c9e0d97a90 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index b02bb070ba3bd69ce552d9cb2907cd185ab4beda..0bc85b69ee830991d7b327932843b2cde17d45c0 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index 91b0c6d648b00a3230713ca4d0a4f30a53c4d322..0750fa9806961f27c3026c1a50f02ed6eb4fa49e 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index f65e9d8d068c22d03b575482a6f98f9362654465..fbeb12b3ee24899ec24ba847c93c30de922b9baf 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index e3f8343c66dd740c3843a8f1c57db8906e997a7a..33516dc0fc9a2f09dc3d2d1e0d4395ad7bcf2b1a 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index 8d645b15b089b98c95a5fa7e048a3b795fd0a6ad..2e7f6e572c114e82bc32bc48f4de0f4a48a6b992 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index 74325960dd8c513920ecfdb8adf9fdc1f61cf1f9..a991e46f61f156210f069680c927076f764f9762 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1516,7 +1516,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1538,7 +1538,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1556,15 +1556,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 928f05bf07a0cd2b0093b0a515d5de5228f1781a..25c686cb17c065b7099074660a0cfb035aa78ed8 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 162b8e31412e78cb2e0fbeffcd50da89259d768b..383a7fc6c426f6126ce33e81847e2158684f411f 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 25.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 22.91%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index e62a236f19960746a9e954a4c05ff2960a2b44e5..a036cdd046f22eda92132281fd59c404f27e5f24 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 1b231fb1e84e9a0e626d80722651f3775372f381..5205286549ffc5f1ebc75c196a4176bed533f4b5 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index 6340cb46248233f5f3a971a2a2f66727e6e74d86..e5f2411f1c074f1eec1496d83ef333e15eb42eef 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,7 +907,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -940,8 +940,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -951,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index 6d28a23185fa40ccdbcfa6c2af92d08a2d376a52..69d0fa52855512af2c0fbc6236f1f3a079a7fbfb 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index f79108bd434aa356c7e2dc311e750e228525a37a..e27767a5c7a36c62ea8c6c2f20bbc5f36798ea65 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index f2011dbde36a6536d903fd85a54344955817e8af..558f0fb7732ffc62ae4dc6ff3cfb69db2164e5f6 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b529c89396e7", - "target": "140860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index 46582ccdba530adba0f1388f64239623ca3bb642..b089f2873fdf771f3294e7eb41ae6606d7dcc663 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index 7ad79f8e15ed82134856821f6d34e438ddf8d8d7..022c245aa7d13497d677fd1ebb18610a3c209cd4 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 96554feb8a684281bab49305f6e0c8f87e6d3488..997d739711a24bbe8c61b1c5716bf88c0274a4d8 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index 076d0e31bcdf25a6cfb071e9c628402b6d909268..96dc9efffb2a621bfd0b81a72af0cdbf57a44f0a 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index 9ecfa24a7f0c474983b4b8d59479f137ae2033f9..6a1fc65bb09b816fd9eaf02f2a50bccf27947e70 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index 463e299db93dc9c243a35832284ca80ddd5f14d4..f2a951c67e9017b2b01e7937a0b1cfe5b55adf83 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3806.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 3878.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index af60ddf1e8702d8023d85ad26c44504c92eecdf2..7e4512d5e416d9c891e22bed9f91a063be14f59e 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index 275581f418907d9e847f4c9acc4dc72077ff0d63..3b245f953ed03a3f19c0a1681238406112a939b2 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index 025ac56bcce7ffb814cc2391a1986b4027ab3b04..839a8dd3ae49615db5ada202917e888bb124b4f8 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index d2b1feec8edfbffe38184492c285e53e113af629..7a90355a81caae511573083a6b155d9fedc32341 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 32.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 32.88, + "score": 34.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.21, + "score": 35.38, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index b9e3ff76dbed22311eb33d11576a3d65d7e8ec88..32f2b20b44faed4179bbd776df92f823a17f0309 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 43.14, + "grade": "dCR-BB", + "score": 39.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 44.05, + "grade": "dCR-BB", + "score": 40.05, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index e74769d972294ef20080b9b21885d96df96e42eb..0caf279db2c39b02b09c8a29b1b9a0a52b3526cb 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 40631ba444a5f70010c85e84587be69c8569badf..3ff918abdf621a02833fa7bc93aa76f35a0e4bf2 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:94e2f8ae9717", - "target": "145020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index f4d3698cf6cb2d6bac0ce93649c0488374dfa1ac..cf45bfd2bf67ec5baba18e596b433e44ab815f19 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 0a2d1cc5a3e01f6bb8f2a3cc6f8635f4f8bfef94..6d51e92c6412faa55188d8e7f814241bd11bd968 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 2a61c17de01a2ec612ca67c3b5f17b07eb1327c8..e911d7277c2c8b167cd4022ed5a2958f182a665c 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 7da6a41f31bc58f687bebedea621138ba1c41a86..f1fd2966542615c76f8cb13703ee147d81cd6ca6 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index 9a50e7dabb07eb9cd8130b0b3fbd2605698c0f3b..f7ebd92001cd29f015780a61638d20b51ca7c690 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index e715ff6bcbd50fe67fa8ddbc9e6094c0fc37b9aa..f048533a6eac053815af8f8ab443f5a59b56f44a 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,10 +1042,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 04ea926263157c7fa9b6092f5cfff2074c74286d..b21dd3c885c160aff5794aed53ff924464cc857a 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -858,7 +858,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -924,7 +924,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index 826f4bcdbc300ef326f780ed3ef5fc24ad2bee36..609cce0f5906b843f278ac4951e6313bb0c180a6 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index 90f08be75caa78d24d9cd956b030f4fd5ebf6dd2..1b88b2101cbf0ad820ca9791b09b97a28f669bba 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index f655b10b01b98084776fa337aa8dfc1d9a4cda9e..085e561ff435f581d109fe7b8f0464deab0c97ea 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index bbb6217722eb7427e7fb4a0883693c0d6eba2401..7873ef17a7d89d1632a5785101d43b8527f269b7 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -930,19 +930,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -963,8 +963,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,17 +1009,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1088,7 +1088,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1097,7 +1097,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1488,88 +1488,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:aa9a67601c20", - "target": "148150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.765 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index 433c3521d611cab96fbf1b0d03d89aad719ca235..7c2a6c5a9143ab33a7d694142934d53996880f15 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 4aab4414a3054b2708fc36dc2e05aec8f64f3d16..21bf0745eaeb0b2f0bd44483d9d59bf9a32efe93 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index b70c78990c883e9ab7027a397823befcf878c409..1ae81d98bded0d0c08620c63ab0dbc6d18dfe479 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -917,7 +917,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index 05ed6172ab061c048e9c51c6f95c1c4c0d4c7f4a..b6b1d8ebd306afa8584fa764f6ba0f318bd41e4d 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index 05e6d8ce66df28c40021e5abc6671eb33a3775bf..2d826fc7e20126a0a23c8ddad3f3592b5346fb5f 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index b164629a8daddb4d27fecaa2bfde80b164431c7a..41190144667bf290efb3257cc43a485afe761efd 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index 92c44c944b40546d367d4f2de3cb9ef8536f91e7..01b12bed22788e723ea3bf047aea37c3b5ccc4a3 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index 1124635eb7efbb691d864c11752db11130f3b51e..ef9ff726edc23d771bac2383a0439ab917de433a 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3d3927705ef0", - "target": "151860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 0b9387b1a2c6bb663a36faf2e2b8a3cb8f487ab4..289786e326114ad9d9e0fb51819ebe64057c1179 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index 314d0c8eb5749738b62778b4139f59bbbdae317c..ffa889322a6698ac8a7bc4914a9ff5e5da90303c 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index 8df16a33c356d475a90b889a2c8fa452a9e585a1..a26478ab9e93dcc70a539a0028946d5c6dbfe853 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1552,12 +1552,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a853d18ceff", + "target": "153490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.365 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index 2e958cbb67d9b9b1e2bd8af4a5413bab9ba95692..8e3cd281c18433076341a97dc9d566b32274bdbb 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 1a02bdc27361f844f462a1f1409494fd1bb3e4f6..88dd84ceaec48f68a3c1859870e9492a1ad27d03 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 78e28af86a213e261e7520e55ed9beeb533f2d31..fdfc0fab032f07af76275f685277317c16743617 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index f0f8b65351dd0f15d5ebf7d32a453344de696dd3..6f46a5804d344d24b0d0f48dc7ba483136e6be6e 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": "2023", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": "2023", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index 59de7e564e68759fe163c8ca095238daa571711d..aa5c3267d58c16299469096509a7b29e869399a7 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,15 +1596,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index 4f30c2121253f8f61bed9935de5a5d0d4a14fab0..9158260a2e8a3b92017b898eeee5a484e05e76d0 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index 378e54e22a37d9b68e1bde957a94c9bb509be0ba..f0eb7fedc8fd5fdaa8d1505f4296bc1eb4f2dbd0 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index 5828a798d669013aa9ba26b8128924416c1e8e5e..fe030b50ba9f3269fc8d4a7d653e5f41a19bf39f 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index 4e8510ac1e83b2948a01a7584bffb59d3d2fa7fe..916ec6f372f78fae703deeeb12e5bc22eecf49a6 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index f55406a8d08e372ade3a790098a3d7cd9dc84a5a..348cb73c04c5aaaafc6b447cb5bb8e96d4ebc3d6 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 4cb319503ef36176d5b4b3c2b31ee4ebeb80be56..b0742ce6a0e890dc4d5f1adc24f8571f08140815 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index 12ca59b96dd71c8fe978d2005737e7fd96f5bb06..be6f33e4faefdea28dcc9a58901bccfc2e495606 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index 69b8c2768c0971a4c0eeaf32755b240658fa7fb2..21a95051eac4ce659246ee974cd0506570eb3cb3 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 14.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1149,7 +1149,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1167,8 +1167,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 5d2b1d1337fcff959549de739883fb4303df38c9..012333cfe954208d7ee81d06f4072a8e5ce39fb1 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,15 +1055,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,13 +1197,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index 1349777581f4c8423bbc5dde2f7ccc80871f3e6d..9f66af852c630e3a3118ac5d5c0023e456cfde4f 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,10 +721,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index 20f6d27c773a41c9202a107ed73de6b8c40f6eac..304e4ce5c6be6d350e11c4111b9f83fa36efb970 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index d204aea10f3f1af080c52fe6e62e9f2a2007f377..0f0f2786f1e94803f324d331ad7febf6feed1df0 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index af6afe64db35c469facd5064de9e1ae5315092a9..783b6766fc87d8b93986a8ce149c25c4de4152ea 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,8 +1650,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index 6c2554f3abcbf53ac7bf88523018e372e146add1..ef1fcc44360c419953d16c13bc4a9d127d841798 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 576b2901092932000788b1142cbfd9162f8489f4..0ab9d0edcb9ae7bfc38d4ee01ea67b492ccf7eac 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,7 +1382,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1404,7 +1404,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1422,8 +1422,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index c1abfc8a7bfb4ba421172974c2d5cf87aa4cc259..54b41a08d8f32d88ebc8dcae208ed50fbfbae252 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index cde9bf57a04a9fa0b321d6593e6c24a1105f81ba..3241e7703cd2fa39d99184f1363119138c6f7a70 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -558,18 +558,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 38.91, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,14 +754,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 38.91, + "score": 41.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.53, + "score": 41.78, "assumptions": { "scenarioStress": "moderate" } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,88 +1369,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3c1909e76752", - "target": "162300", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index 4b8a618d1b8134ed985fd74e757a2ade2683a56a..93acba43790f67b1047be7f121aeee8684aa7bba 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 918e6c278018f8044e5d06c2c45d1c7f0ca2ff5e..788ea0a6f987c74bdf5c0d29f21c39de54522902 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index b624d53f6f4a81bae4f820bdf35a43b39a60a696..c573c721bafbeaa75a880c2ce97a1ebbb19f0ed8 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1009,7 +1009,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,88 +1289,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3d13d94d12fd", - "target": "163730", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.539 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 53f3ac9ebf779c52c0b58731f6b44ba88daaf3ab..076300ac80ddc8d34d23154a47c3c621c556ecd1 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index 3a6ac81934b07ded4527a0b5f31d18050084d50b..8d586891b254b3b74a40e68f3a6221f7c3ac7ea7 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index 280c15661007ba42164ea3b3b05770269cb98921..9c43df4ba69ceda2276205a8ecc9bd08952295b3 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,13 +1133,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 77b8e7a3b290eefa37351659dc132828182a567f..60a25ac07aea3950dd2ffb9c52d6f469e08a47e3 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 25.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 22.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index 788a7b2ea80551c54fc8e9e3c21042b603504b1c..f3cbbd44c1dfeda6e1676214cfc6e0f2b593da16 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,16 +20,17 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -37,17 +38,18 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" + "period": "2026", + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -101,12 +103,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 67.18, + "value": 61.88, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -127,16 +129,17 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -144,14 +147,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -172,16 +176,17 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -189,16 +194,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/169330/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -217,16 +223,17 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -234,14 +241,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -262,16 +270,17 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -279,16 +288,17 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/169330/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -531,12 +541,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 67.18, + "value": 61.88, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -571,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 14.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -658,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -677,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -767,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 14.1, + "score": 13.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.44, + "score": 14.34, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +810,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 5.25, + "grade": "AA", + "pdEstimate": 0.02 + }, { "period": "2025", "score": 6.09, @@ -857,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1026,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1023,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1043,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1141,7 +1157,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1154,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1173,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 69c2e33b7d8a4e71bac67b25eb3fd3b2f46348d7..d891e08e1a412f225e843fdb012a8b5b2cf5b9ae 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 21beaade2ffff7badbfa23c51d3736fc6ac21fcb..a1c23f38d8e7d2d4d1d6296d3f8defcf45ea7690 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index 57568c7b396840ab4b187f296a756efd2840efb8..f6ccec59b6eedc0ab24f83011de0d831923b8f53 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 60cbf1d7a7f20c8b2ccacd5bedb4b71678e5a7e0..3112bb0c7229957b378d97afe806a23cc7cacc0c 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e851c94eee21", - "target": "170920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index 065691f3807f3d898238ddda9e94b9e55fa73335..deef9c44e4858efc54b590d7e89bbefb4aca4d6f 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.62%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index 04614c268ed6ca236611d9f6d2e5e715f3b54a25..d6689dbce50a8b3e4cfe5c9458cf0e984f9f4ee8 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index ad1b43b05cee199504a93fb7d0694316e6c59a4a..d6675e5831bdd757fb477483fe5175ba273378f2 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 222e51e94e9f46ccb4e85d6d1e1adb8bf5afc1fc..cca0bc3ce590783adf27c716f247f01ecc47c3d7 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,10 +1069,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index 6c159b4fccf41f1832735bbb38cbb0c55c08bc7f..8d47fbea310d678e8458b546ccd5702e89bb127f 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index 57c0d9d2cda10adeabc6a005061462a356874561..eb0d8f4ebc36cf997091d1a86e27195bc36582c3 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index dc192e6716ce74857a50d97a2b7e45bba1594487..7632aa30202ce0e0aac004b288f7305cc5216d53 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index be87490b90f29348406c497a6b0434c5c4f1fc8c..bfbe6992f07f9d95dd593f4fcfc5fa720cf7f55f 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index 69c32178c2e0b5101a8313dcb82d08ca34a9c351..55c1d99f600840b2a5f5766c0ede23d3629c60c3 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index 0b5b882d45abdf6aa0888af2289a5014d65850bf..cf61add3de95f2112d50861c550d76c61fed0b53 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index b9ace4aa5a76f3ed39bff158fc5ea0a85964cb3a..7ec7a50b0ef01c03f3b891121c3017b068a40551 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -602,19 +602,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -681,17 +681,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -754,13 +754,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -769,7 +769,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index 5366f3443d2ba14622a3e50cbbcd82b45458545d..8741ccb491fa5649880eda433a0b81c4e5d12ea4 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index f1f0c968303ee4c4fb80af03858c9b3077f4abf3..bb55e5f83cf00e3e1700893b1d70b082f9e828c2 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,7 +824,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.19, + "score": 40.15, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index e6ab92ef1dc470146f186de113bd17433052e7ea..86af5f160d8967a38c7e6fee667235304b7eb0a7 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index 74bb795a4a4468db7c2c92112327d8469b867374..f11b5d58e56e535be48297fd99f878df62622bdd 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index 1cad8da8c510088ecbf5dcf9ec85514221061795..6f610007bc3c290eadc1d8e0d5e5e97b50cb49c4 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 48.12, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.45, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 48.12, + "score": 49.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 48.67, + "score": 49.92, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json new file mode 100644 index 0000000000000000000000000000000000000000..217e1493f3ee32034768935a34d0a37e8c1a8016 --- /dev/null +++ b/landing/lenses/178600.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "178600", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "178600", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-09-27" + }, + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "178600", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-09-27" + }, + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "178600", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": -0.5, + "direction": "negative", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": -0.5 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-09-23", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "178600", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", + "period": null, + "knowledgeBoundary": "2026-09-27" + }, + "status": "partial", + "conclusion": { + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 2.8, + "unit": "%p", + "signal": "rising", + "change": 0.06999999999999984, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.05, + "unit": "%", + "signal": "rising", + "change": 0.28000000000000114, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 96.41, + "unit": "$", + "signal": "falling", + "change": -0.5600000000000023, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 100450.0, + "unit": "%", + "signal": "falling", + "change": -11921.0, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1366.0, + "unit": "원", + "signal": "rising", + "change": 7.599999999999909, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-09-24", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-09-24", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-09-22", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-07-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-09-24", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/178600" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/178600/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/178600", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/178600/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index c2eb99abff8b468c21dcfaa609e54be8b9ab3c72..4cd61f0bd142476237669d00060adec48bcfd405 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index 52c58ab643adf40e21de66643ba4ea032f5a6f09..15739f713d247fef46d6c0ab517da80aeeb3194b 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index cd591533a170b85107e0c84e607af38124e066d7..1c7406234a08a5261922847994fb0ec256775f24 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index bd79d004a92a26a17a1a7945b30b77ff09b81dc9..e09ced12aaf13196b4ffe5fbff9630eb776213fd 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1092,7 +1092,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1434,88 +1434,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6cf1e6e08adc", - "target": "179530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.305 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index af54aa26f4ee51c632d713935af3b5557add97e9..c09f9963cf92441ca5248dcfe8698931f2d3fb34 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/3개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 0120d3113ee83c2eb9b2aa10eba689b4ecaed2cf..610a87c4be6527477c25e1678c88046029712f3e 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index 88f0c2d400ca193585dffdb6457d7eb803634010..e7bf6a72fcf2a8601ddeae0917db64bd10a2cc26 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index 6172636fc0e3f0a234292cfdf554e9505589563e..6d625429ce48ec4c3ac944a00027b8fa56d3bef6 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index bfdae9d9e037630d46cf51390ef221234b268130..2f8ca677957b5b91c5ad90dec1a7a7b433bf4001 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index ef5252ac6fce3892f305a173a41430a9820c9045..b9c52b3ce6911e00b4dda81c5a85cbb9152128cc 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index ab5220dda3152d0e14b8aac9fcf391ede15ccf2f..e1bb8a86746e7639b2313bdfae790b361338d3ce 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.01%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1158,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1480,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1502,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1520,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 5ede234847a3a81ed1f07081456f1af11dfbcb7c..981e7fd3058d7c3efcd2b33a075ca780cc157b88 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index c803a51219fd45146d921b682d70c6a7594b114e..55db5078e4d4686b9ea0710e677be95c7de58fe1 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,88 +1457,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5908551d7b34", - "target": "183190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 6e82717afbab67b61800bf561262f7a102844f97..69a3a552d3a7fcd5c36bbfcf1476187f21cb79f3 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 66542f20f2b4b6f4c77f0a56ce3f6f22e42d2a5e..26bb46050804f1b5278f733f416d89b79c35999a 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index db484918c97497973dc8e711f70fde3a59207f9b..181005fb371320e6fbd7066595161e64dac62e47 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index ed56676004ac33cbfee2bfbad47879161f9a9027..4af531aa06dcd4efb89f4a7b1ebe9eabf839987c 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index e3ec3986dd641393b11318bb04ccf333aad7b1cb..99aa4f6ed28106545bbf7c9c5888dbf85731c262 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index b6e973217b14b9305597cfa5096fdef094678903..fd5dca7507a10e61f7829c2707fcf5f7de7b8b15 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index 45a07fd57a26954f7ec7d3a43b2cf7cca7796cd3..c355cb7f1e774008ff5435c5f1b4781e8c47aa42 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 8f71e0f938f6c44c818bf53e07630d7831fadcb1..577214d9a3794c5d9b9bde429bfb464a4eba7e36 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1023,19 +1023,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1056,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1190,7 +1190,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 54307d43b0b2c267a0cbfeae5b2952a774b9173d..8ee7f9389b9858e46742e096613e894f80ff8152 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 12.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 761bbce1b8759e82e1dfeeb0e0be28615e41654e..42a45afd665360b62155c63b3a02adcbd2ad45f7 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 95a59cf34225d2f3fd714c9f906e165c556881ca..eb033fc182ae8c5b771633beb3798e01aed08c0a 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index d927fe36039e0302a7917726d4459b10a6bed05d..b29be9ac3d1992bdc95b1c8300fe34da2b929cda 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 39.66, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 39.66, + "score": 39.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.54, + "score": 40.28, "assumptions": { "scenarioStress": "moderate" } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index 9b770b2f012f5101803b819662e65357b5cdf46c..10355da7176cd4927f0a04fac1d76852285e5295 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 20c7f2a52edf936d5b9695c57d44f189dae2fb9d..82700f80442cc6376936ed6ff6ffba5c64970fdd 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index 3435732589f2e1916dff1ab824857d3973a389c0..45478c1ca454184032e3037c672ce895933e0cae 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 90a91c9e5c7f25ab7ac007d099e4df4977d3435c..42e5c5cfe46cc4584c3264cf95fce509ecb4b07c 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -589,10 +589,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 5d9adbfa5b040eefbfacbc034d0d84e92034bf86..fc99839881eeee01c36a2a6b3c02344f26478b64 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 11982876b99c11cc1849c33e8271fa8dccab32a3..9f3bd48b96f7a5ecfa5483bfe8f8b7f339f08e4f 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,19 +850,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -883,8 +883,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -929,17 +929,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1008,7 +1008,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1017,7 +1017,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,12 +1260,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5d8ef2ef6235", + "target": "189330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 72a87d3958d313905841f5f824415f0f6e42be1b..7c9d87b89b55b0062869596ad428218836f176c4 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1029,15 +1029,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,7 +1187,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1431,88 +1431,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2c70f82aeaef", - "target": "189690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.524 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 969b00d096a1e248315e5ae7c84d73e4c26473bf..fd472bb86689a6abc53646044beeb0af310bfc3f 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index 97d6b292a58c745fa930710000ad185984c0f5bb..eb783807b8077a4e0b807672400bb4bd438cd22e 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 903c8af83bfaebc50a37e9a874c2625e38b9faab..076cd8272e81086cea2a459e665023bb36497d4b 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index fab2696f23bf7fae268bc054514cbdcb91ead84c..a5e54c2bf82f287cb7efb2e820bf745e158c1016 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index b7b54788e3fbce67510cbaf2251b99a5bf1c1b32..e53e7978819f27464041fb1d4eeec62fdcb591e9 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.46%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index e4ff636a6c63e2756af7b88bba3c6b81201dcfa0..29b891f974c645312d4810be2facbf3fc5f9d009 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:96b6dd3fbe4a", - "target": "191420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index cc149619673315957e7df95d9739ad30a5cadfae..2ad32d36af2fa1eafe50c31a61ad9bae9eb769ec 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index 60b4fcee4789146d6ec8c496bc49847974f36f01..b0873c3270b7aa851622bbd5e9f52fae0dd3f619 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index 46d32d7d95fadeb597bd8ddf0e4cc7811e3cb538..052497db39c45bf909b8ee6c208f3d900cadba41 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 31c79e91955104b494991561ebf7c26d51a9d777..42defd84e643e64ea913300dc7a84ab7307f1692 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index a7c1a96f111eab3b5c98370b96f843f513f76cdb..b40e0731ded676bd078d78db87718d5ae9329cca 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index 28c65c60014673fc09c874d154943963c12eb443..70d0a3f3ea76e2a2595ccf912aff44f1c70ba7cd 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 88e73e24b848bab61a132f38bd02366a2b02e831..51146b34775bf30a0c002722f12a21f8ff352ce1 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 746463748c94132bf5423c321bb3907cf2619518..6a5c974cae6709b5973e80e4f53775bb0515a079 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 24009ff31c44afa0b02fcb4ebc806433011ad2c8..269eef924f4183da7c19cc5a0ab25e016bb98ffb 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index 635cbe4a19d7f8d4fe402e2aa7145c4a60d1458d..273dc6281de64e48dee21f818a8e73f9fdb3fb87 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index 1305a96697392e7bc43217eca919ab4995c6ae4f..ff0027a9ad395add26c4ea7e42861b4a28267dd7 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index fef33972bc0cd5ebccadeb49c02e768d1bf07c9c..86bf8909d63376c5d0f553b7212ffb0d8432342f 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 7ef0146a7c8acf5a7defab59ca0358e4e39807c4..35ae706d716407490eaedb71481b722055558677 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 0bb768d6715992d36cecf737345898ea7a1f3819..77b4c420aad358bcf53b9c809e8622ddfe421a97 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index a1ef8c66767d949e35877faae318d3b30fe15c8c..69be7b9badbf742f5218252c54d723c536b71667 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index fab2b00e9ba521c5afc37e3b8414760a28007f3d..88abec59d2944e3ce6e556c2d09df42d722bfc5d 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index 923eab72d5186f5992de428b7cb53de5321c83cf..a47d025a2f3644742d081d58c09c00bb8a533753 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,7 +1450,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1472,7 +1472,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1490,8 +1490,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index 152e26a355090cc90d012c66e08c0fd523d13e55..fc431c949f8f346019b90e33eff48957d1ab39f7 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 66618000901874ad052f371f27e1d541d717ec36..5f12c92982c0d7971cdd52f95750d416fa26391b 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,15 +1600,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index 38347cf26d912d9ecc1003e9f26db1404bcae1dd..2b013d1199cc2f17a437bec8bc8ac4feee45f1a0 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index f5f9498771961f6a4402682ed0480e9074cb97fd..be6c3dc5ebce88f437dc98f5c42f4824df4829a7 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 71.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index e5057bfe4e1b679d8af4de185787179b361388d2..75bf81d7d0e8fc326bea663725a26fa5ec3af58a 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index 9adb63c4f51f59e6744af809ae9f9ac2c5888e61..a3ea0721b26dfd4a5f595b68c1501d248e7ff397 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,10 +1027,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index ea20a493cd1b165701948e37235d7277d0bfafd3..50529aa2e71ed3d2341962ed347f10e94539302f 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index a8f4866ea01f90a93ec50c2cc281bd0f104436a9..7aba14213dec25c3cb8e673f358b2f28905eb583 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-05-06", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -1.0, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-05-06", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-05-06", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -1.0 + "value": 0.0 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-05-06", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index e096794ad0827bf03a9fa827e2078bc3b8747464..f9cbccbbb85eba0ec74048d7680424698a27d7aa 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index 6dce85891b2dee2522aeeec7535fe9a0f8a02ac1..c19e91c9286ec590f258572c2bb293c88f002f8e 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index b14f642dba11469f844395ef233259f6e6bb9a06..1b4701d2d2e83bf53100b8037cb51194dd819b3f 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,8 +1463,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index ed5307df98b7f6d5ac9bddb08ed0110ad098a8ed..055bfb2b28fdb0dd54312971a2eb84db06ddbc83 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index b45810394cca4fea9c279b19b18e87335bde76be..f3aa6199431275eb5698003e24a585c19ec2f02e 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.78%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -950,8 +950,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,10 +1003,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 05a99653d7d5d11cc6987d16afa9e520ecd06ad8..a597318eb47b65080fd68b60d7471a17a7f5f3c2 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,14 +762,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -955,8 +955,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,10 +1088,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index f1fcc6490d28f73d866c458ee24142b7c2e9b3b8..80c97674f7f8dd50a7156abd67c9898d4d9df44f 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -852,13 +852,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index cd99eb463b5a3900a2307f320f16a6d5834daac1..40921b30c5a2deb112fb5074b758d8304f3764d8 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index ab6bf198dc4bf2ebb96a0d9aaa9d31b1be78ae95..6b86111cfa37980bc5a863dab213879743f4062e 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index fbc2456ee954b9a5ded9f06d798a9156a8eeade4..b1873315409321fd63a24c2ef7b8a364cee1b6ee 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index c9e75cf93bafcfe19fadabc7919a4a928cbf1ce5..615fd3fd1662c8d4a32bff5e200602d099eda29d 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index c8646e9d29d4f631c1d08267e55abac7c65ca07d..3dc866565245e6337e0cb7cd5c0c4bacb5e2e1aa 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index 34988f81bf7fe1a61a2bf8a1c8a9c5144749521b..8dbca9c4d4dee2d3ea78bcba17e800792b041818 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 267.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 260.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index d887ea7936a2a08a90baba4b25e2f18522681e28..ec0dae5698605b63aefef24a0c8fbeaf001ae5ed 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -925,8 +925,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index 0a16268bcefd2e8ac51140ebecfe9c588df2ff54..79d7fe339dceebfa160c7156e7fe58a1ba12c8f4 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 35.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 35.69, + "score": 34.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 36.93, + "score": 36.03, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index 3246c7280c7d9d4e66612d030a339a5c71e6d065..4ab3bccdbd7476ce216fe211269e577d3932d42b 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index 5edea91dc308954316ee9a5844399aa9c545a547..37119960fbc783cd0a2cc8296d4f085564618a86 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.37, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.12, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 43.37, + "grade": "dCR-BB", + "score": 41.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 44.01, + "grade": "dCR-BB", + "score": 41.76, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 69점으로 등급 하방 압력", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index a48e5784124688fe4a30892bc02c4d1018e00718..b5351f3e93e9d743f34a583248d15884424290ce 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index c00d111ac2a53b19531aa789b75386ed2571aa28..d3d43ff25e45bbd72574c029664e93c80c066311 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index fafe002447765d9d4d55996155a10b97d719e613..eb1410fce1bc68caafe1a69c561792498f3a35be 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:efdf3fa97d47", + "target": "201490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.646 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index 042d57e1c6d47763534de7580793bbb1b3271ff5..78cea534fe655f7b3028273dce2171c7f68ad3b1 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 300.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 307.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-08-14", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-08-14", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-08-14", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index fee51320dc63215d3208875930c7b3491e82d0e2..01cf539cc4a33fb6d9ddfdf6ef10cc64941581da 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 5eb42f770cf617c655eaed594a36d06d9108863c..b07c98accd5dc825ea13b38149be8e9baed063c1 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index 2fc7a185f4e8fcd88fc0c52395d522777bc7d4ae..99430256114d9c2ddb1000cc0a48cfe72e8fa2d6 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index 0d03dcda8822b7d1256c5327add92969708f3636..67d9161187ca1bec476685b4ee7da3c789fef245 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index e7ef11685d7ce9b5a871639c86d4c1eea25f2040..debbff7d462e85f6e233ab424714999b8c6e2d7b 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 15c1517564b3c58dabd4907aebb185b246dc0585..6e53b1253e030f5f9c70a928b4f9bcd1a5e96681 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 16.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 17.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 17f91fb22b018e400bf9f70143b515da83e38491..77adbae0dfec00cd84d2d063bed0a0cfa1c15e23 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,15 +1647,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index f1b31475cd6815d362e52667a813c1aeaf769902..8f8880bdb6ea745f5c392447f3541e66a34da9ce 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,8 +1427,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 7408bba88ef45222878ae0105caff932bb953721..9857da9fd20164c1a06f18dd2d333250c0a0578e 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index 0fe42efb3a0c463cb9e1ca7ff6c1a2c03849bfb0..a015eff7715548b020f7c3a9c1c6d2911cd4e58c 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index bae1e485a8284f08e6c16f58349f66e8a0fb9bc2..3923448f6f969ac3e5ace6c645f4b2cc93df9880 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index ebb660dd054d4292653a50e060d194d9df555969..6ac838a4af34c8435bcb65dd6c9299e254bb385f 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index 3d41bf245313cbcfaeb43671ff66cc53ad324c11..08760764ad6c270e261491caf9c4a5ee498a6d8e 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index 8a32e118cac893e2b1ca88a062c8ddc01314cd67..b2b4ee0a11beef9c4562cc704212885fcb8ea36b 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 03c81dffde5ce1cc69d229c8ee592384805a8df6..31fc3fb0488d68fd707a57a5e7779661440ec3d6 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index 091f234a07eddd60ef18fae210aff4f7d16654a7..40021cb249a100cbdd24eeed66b29ffaa9b29beb 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 9c29f98966f2d3d99abc9941cefe900ec9ca63f8..9e79287dff1f3e837ed0e5336dce1ae48157e37a 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index 16072c39796345f486fb19bb8d19ab11f8cbed89..b1aadd9a344a8bad27f05c8806cb538e65f3a293 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index b49cd69d4c88872d82388e8739edc42f247ede1e..dcf4e2701a842094d1842665d03b822597f9e478 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 82d640c07d65f9d2dd2a876b8e8922fae0eccabd..ded0a9b35caefff9a4f9d13db31b144eb52fdc73 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index 375a4f9a6c1b8a867ecd8401f35dc06957e4c94d..82ec9c578307a10041a4bddd6ffe4f7e2da878be 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 14fe1effb86f190a5bbde4fae3fef2acb6a083fe..770fb9c074f4323c073dc1e6034b267d0b3f8798 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index f3fb4e92072fe74fc065e036e40d18ac018de39d..224a58c78cdc2c4d20187a197f4737000dd55204 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1048,15 +1048,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1200,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,12 +1450,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4d3ee6348583", + "target": "208350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-28", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-28", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.215 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index 2c7bea6a2f0255b5ce21046d4fdf4b70fb39e38a..3598fdf4765c542edb5c5618855088618e47571f 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index b504fb9df18b9a2d650021490cdcaa1462c947c3..4d18ee2c534bc25b1a87b6428fd83a48a33a5e0e 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1046,13 +1046,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index cab18c9ea9b92ba681bd66d925f074583c73dd1b..78ce4df871c5223da704b02b68d9a453cc7e9e08 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index afd453fdea17a0e8f07934ea3abcfe5b2412905a..ac9f871970496a1adfe9eb77641700b2b281eac0 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-01", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 6643bd5a94148182d4836b3e5ccdc3a3e791e78b..80dd19d8add1aae50285fb7296b38a5a48b59755 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 92a9bef4cf3f254ea41b89422612445d918471fd..050fe56789e349c087f435e2d104a4e16c010a07 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,8 +850,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -881,10 +881,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -894,7 +894,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -903,7 +903,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index 33be5fa93fb83f6a7461fd3a15a69a2d4e7e7c8a..f363365d80eaf61eba0a3f8b74b188d5623c1276 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index b31b9c5959c4d5086fec704d7f8c6f17981bce2f..2aff856118df641e04bf87a425bf77f02d353c56 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 832cb5b615f47e91304636d17dc4091d7af93fff..6fddcb21675d456ed6c9f3f9c2aa99900e86037b 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -835,19 +835,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -868,8 +868,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -914,17 +914,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -934,7 +934,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -993,7 +993,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1002,7 +1002,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,12 +1303,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:335058270994", + "target": "211050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.922 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index 5102d8596c2f3e9f3a4cffcf78f3386c006a9634..5ebd36906274de13f966a80cd9c8225eb9aadd00 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index e4b70e84ec6f5052326d04feabbf1ae8a35b5cd6..416891b68e50f8be3f57afe471f10533f00c5ccf 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,15 +407,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index a4d9bcfa4f57b49a99a2a31ea8c7ef35c397a45d..4bab3399f2c4569c394837dcba3b157c2e9d2c01 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index a9617506aee8c075e8bc320cfcee6010f6b5acb0..0fcaec6b3fe6225b08ecae68d6fe18e1d9a6846f 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 88a0e1a8c729e13402eeed805681c93db679014c..7aa33b468b1e8069104443849c3cdf92d9c13e7f 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index f3d980ddf7e42394e7d3f631a1a48b4ef293ee15..220a919c09b13d50d7a002fdd9c906fa19c7585f 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index 67dba890cf85b91f72068a050c0b7f9c7878e7bb..46ef171bf00504681a60015b6473852504505b06 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index 3d30d199ce327781f92271cd6ef07f79c765bc0f..bea139eda9aa6ab5890d4e27c5291f6161f82ad8 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index b4c7749a2c8cb1e37e923a4ac9e61d1550db777b..e99b32b6d77ec3c0f4312d00e8e075dcccaabf4f 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 5a538fff08fac21f35ab56793f573caed1ca6790..1d74e0c44709a53dcbd372c2442551f9977c4f14 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index 1a42fb97eb2ce6071b590b4f24c533911cecef43..a1791362d01771f12c1cf1b59a8ea7e3d8fb5810 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 17b47a13dba8fbf6b420505e012b2e4ed6fd4619..fe3ed341ed6db1ee6a72ecdfc65a1c62a9b486eb 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 50a1fd0d83ffe0a9f7eca9713b925fbf5835c256..c646a1e2dd9cf834f065e75c98f4476fe052fa33 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index ae877657b4139a0a9294d5a8ec276d91ddfeb3e3..13aebac60972c52518760e0f3256d1a567334f28 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index b5c7fe24c98fefb5d0991f96a0c2a66684ad636f..dce2e7401c20f68002ea4df818e7ce9fe4d5e756 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index 78793c2277d04965c3431e9784f0208e1024864b..7a3cc54d61f65d60f3d61fc273e3afad85087608 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 9509f0646b64975efa8a1f428e41aa0252a5ab5d..ad39819d6ec8d9c27561cdd98ccc398a2f7272d2 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 3d7d7e51716d471f1cc5fa6a15db2d4fbe3bd26b..0cad8d118d02dbcc9d47db01a14c50c20075aacd 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 219baa59db0d91d28ee955cb153b3479a4a5f9e7..5b36a7a734ea812ffc2fb7d08cb159a6828dd286 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index ea20f0578977f506bbce76f04cd2536a193881fa..23aa101120eda60d3ad07e5748a27b8911fda3a3 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index 2a228b64e13e391846e417fd4883badf2063d23b..d6514ce8a9eb74f9ac3a00e73812cf4b0cecdb60 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 1c8b67d2990f9e810fee13298392d066fcf03802..6ad36611e024b0fe19a5f021fd1d36ad01920547 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index f9b1fe19975ba8500e61b13f7ddb4c92ef8dcd78..71ce78880ddeeb500f5a91b77502a64563d4142f 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 6343ed69917b933f372c5e7180843d5f58862c75..e9bfbf3e1d00164c3b46bb918a038b08249c4ce4 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c0d83a5de6d5", - "target": "215100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.331 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index 2c0ac8343c03e542a245e4c88cf9be2113f5987c..34cf85ce6cf67076ac08cde83351c6308266fd3e 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index be209a8b36c49a5ca65028c4b8d0af5ef6b92904..30144712225c5c2a45ebf80feaafc5f3e9d547de 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index d586a8b7f11fa24a73c1d0ec5a7fe9c5c47dd96f..1fc66d63345f7b20e4e53a19ee5be093a4a17d3a 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index 75d1951db1e1d971d4272c5e96f2b6f77e1cdd9d..2e2766bed897496e402e2f47f5d3859d7130b83f 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,88 +1511,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8b22af50b4b9", - "target": "215480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.83 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index d64808b05f9ea49651f64169d96d84ab2a1088fd..7f50637691d2d6450d23870e7ca9f1355c811059 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index bd6a896f129c5ac89829243fc322dbd9945a033e..3d88e120472efd953b0c7a7245a8fa5b13c43da3 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.56, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.56, + "score": 38.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.56, + "score": 39.08, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index f9a9a3f84709c228814b2d20c5b60473ebdb285f..eabd973b333643c637596900c3c1e68d820313ce 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index a2d8b07ded206a8f1804b05a677e86d02a9121c6..145db45bc3388314367212727298b4a1ca0a20ef 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index e9dd2f3bd7889531279a2758d9bada5241796f56..cccee00b222c35ebf46bf227f20b1c266bf4344f 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index 614c2df6a877164ab3191fe7072438181ec931d4..b163c9cfd5f6db40aed91ac3ec106943c690dbce 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fec8b2f90dba", + "target": "217190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 1ffaf9cee72c1c6e83f476b1cc90a1c16faf0995..5ffec0f1afdd5e67a63ab483726b821891b065ac 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index ca0724684b8853b22adc43409560824771140eee..b24581fbe38ed7582f1f4563b1616c209f23260b 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1373,7 +1373,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1395,7 +1395,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1413,8 +1413,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 4d85ee64725ab0901f9dc47716340ebe7ba7673b..332cdbe75c5e2e5672b84ad6560b20bada1b3026 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-02", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-02", "period": "2025", "status": "derived", @@ -1056,7 +1056,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-02", "period": "2025", "status": "observed", @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 37b4b7c4e13c3ea452a758c884d236a38e7c9795..5e9de53be553243d0e3e7f44c405c4308be891b8 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index 5dab1e245976dda9afc172a0a7fd947345060650..ed0e00c015750c4420333ccd805123f6e7ef7fc9 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 7cccfb485d62bdcebc9999ba0de2636f6896cd06..90f1ea08c2536005cd9b24a284fec326a26a1be6 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index a039875d2abb6e6f4e23977e8980a6a2b1ac4a19..f5a39a5914556bda5fec332f738ff892d6f6d824 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index 03e91f78666532de5e30e910df9037b2b05c006b..ba529afc7594522c4e0fa118c68d190237ae2af5 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.35%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index 15848b10b90c487f8bd2a07c2cd82469f7b5a56c..c25141a17f8d60595c4b9be7ce58e8a7ce3182eb 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 7dada42671c28769eec558b841e5c1972af6f479..0006c3dbfaee79007e1e297541bf5ac3a4b20ab2 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,8 +418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index af88ab1996204414e633dffeeb5a7bac56e06aec..49e7bd34f95f07071ebace4cef185bc82b5afd21 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.86, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 29.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 31.86, + "score": 29.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.42, + "grade": "dCR-BBB-", + "score": 30.17, "assumptions": { "scenarioStress": "moderate" } @@ -841,11 +841,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -917,7 +912,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1258,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index 823e475a6e359ad7e64dae1e64a1c7a93eb16121..894758268242eb30b25602d51631f54ed3e2a8d1 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index ff6f8da69357657c37c9588f058f29e7766abb8a..a2e6e07a535705398ebbebd282fe064c3e793817 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index bd2de5acb3eaf93d9eca07fd8f7412f280bdb379..e016531b9e7c01c0a1f6c324d0c417e61db2fb98 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 1d81866edee8d8b8a87dfeb65c5f6397460ce216..fa1c3dcc32b017b3d1133e4facc9c456034decdd 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 585ae788e19c5cbd312246493b2fd4164d59919c..941a16aee8a332503ef94f2dd0076c5d901130ee 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 98.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1111,7 +1111,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 0c1bb2dde4bcb2bf8d177129f47b4df8b8288c05..235d37ddd5c3818e4586c21e9e5662d0223da782 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index c20913013cd33d3c9c7958ce12dc96c1eb4b2514..46fe01253ede2e28f7a4827cab0b1802ba0a9b67 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index 649f1704a67298e8fe067e8846cd518da6cec035..3212b673f013f723d585632a5e8627a8308f349d 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index ca6d7388d80f4e1aba6d255d8ddd355c8f875fbc..4c52b98e073f721bff3c36c1947c888f264c5e32 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index de47ed2dacc6925996388243a3918a8960819454..2ead5b778b803c7b20586ea68c39f681d845ba0c 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index 06b95650efc66e9217d3ddaf6cd49ade996f49c2..07734fd777027915877e0e6f2136500f8416bfdb 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index 1d96b00fbb75ef204859970135aa8cd9b75f4a53..471d5c270494ff5a246be44d23aa21d8e867b0be 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index 14e22483e9bd10d39009d0ef883c2eded372a541..568d2f7a434b03643f8ffc57311f1ef67f769a4a 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index bb18001340a90857f2e758eb5e83a6f8ed5da9e0..17ce3b2d7bf5bc75c31a31065e872650803618d8 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index 4d86b2b1810fcc3ad76a6988403b384b11e923fd..34af1fa4c96298d14c819614c97bb92c51f5293c 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index a862a6c8103b4de939dc989e205d3060d487d91c..3c499febaae6311dd792b3447ba0fa5d77cbe6cd 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index b71692374ac0c7aee0c57e8b1d4073035f8ce512..7d3af4144fa04b56f9827009756b9670645e6d10 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 8da741bd0e31f5a8c5b0760b1a10ef0326d997d6..765d3522a7755834954fd6e8048cf04e7135373e 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index 0d2b774ecee7333d209d2b49326a9756ad1b47b2..096cec6e5c204d4055a4175e6807528e1102311a 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 673c556a8fad71a271ccb22c880b31e668818b9b..26a930b287cdc1d30d161762ffdc26a62a56fcd7 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1403,88 +1403,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7e972edacf91", - "target": "223250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.414 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index b02deb173dea0bd0bcaeee6b60d3a9fff7989e96..fb7bc381eaf69091b10d521cdb1b8f629c7c3d24 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 29.96%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 4c1b4de8bfe62d2c1df2edcaef2ed860d6824cf2..96ceb21b8b42910941b574aef87c2675571ed294 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 56.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 60.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 56.93, + "score": 60.93, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 57.42, + "score": 61.42, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 36.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1011,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1024,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1102,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index fb6f979071a3b35ae7514e6ce5a45e8b38601572..a41785ae7d7e3a38f80f95552bdb4df0d3051e5c 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index e2fbe7d9cb189a7de7b4220bf3cd8b772a68e4f0..78a3fde024303874d658edaf1304c73891e02996 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 24.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 689299c456e9a8acc2e0d3a638d255c33f8781f8..8d911b3609d277d14e179dd85ff473ff16f86e2b 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index 82eea726c47cf723b92db855d51776ab72118b0a..c09b199c384db1e6af29db8aabb03b3c7776e8d7 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index 59fd59dffad38d0d3f2fd431756a0aa5a2698857..acfecf0f815da57ad416e0cedc9545c12a45fa6b 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.27, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.27, + "grade": "dCR-BBB+", + "score": 20.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.93, + "grade": "dCR-BBB+", + "score": 20.93, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:17f377f30f2a", - "target": "225530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index 519e53b07f2e962ad845cc88a837729ec07c25e9..aaea43dbe6ca4fe0ca61132d9cecd11402438015 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index 02c2e123b93c419a44ce22bee98eb657cf2d50ae..c049fa0ef6b67acf8b613521ba493dee770fee45 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 5dd4ca2e0c56640cb4a5778ccdf0f45abc94d0ea..1a36062a6392ecae8ce7511742b63c6d0def9f17 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index 6e4823750aa625c21aade10945e5fda078f40b74..1522d0ca180be9482f07257ebb9a01fd7ec95006 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 7ec8da011f5d816d5f0766127c7cac94c6d89064..33a79c231c8efe7c458e6c182e8a31e410e56251 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index 818e052fafc63519c94cbe6f732a3c2fe2113d26..022ac87efd6f38b35fbbcff5f637284b2e9e043e 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index 6a9d52b30ed9fc1175f9a564617bcf666ee01cfc..630d7729fbb8fbddc6bc5fa664219edba76ec727 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9476487269ed", + "target": "226400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.971 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index 56259e587530e72c03b573ad54974d5a246754a5..14b4aa45e02e109215f0bab729e68aa3078acdd4 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 3dc34c121c5e5e6cfb4faafca87c45f5b9ca62ec..1305dccbc4ba9e36a1006792baac07f27d8e816c 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index 1bc589b1bdd40038d772e79663ce1c373031b075..dbaef46edb5cdc4ec651004df37180ff849058c2 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,10 +1049,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index e47a0686e9680efa5ab37dae09509045e4c30361..478b67bf78b8566e25089c22e52603e199a327e7 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 12b1920272045b2b05f5d1901f8098e76d6805d7..5681767e1f06e218ae81909030d4bec4d302ad9f 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index 7c9b032d89d2d0a0a959332f5b63216704c53701..22736972e9551cbc63570b0787433ca043039c35 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index d8917215d3ad0ddead3c63c9c8d8febb2b849c50..85b0848ba3fa97cc0f1d6eb967186a00a165648d 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1190,7 +1190,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1528,12 +1528,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:51db7807278d", + "target": "227950", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.634 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index 8a7dab78826e62e9cbd172aa1ce2780bad618f34..6d36de973876a68fe8c529751a758ba0efb223f3 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index 4bad0d4a91f664ac6d31b30b83be3604448a4ecf..2d93b5213c26528be6f0bc34e3a263f882bc26d5 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index 4d2d55448a720a48dcd44222c4a7edbbe45512b9..4893e22dec3c44fe23af386d116b9a4d8d663337 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -912,8 +912,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,10 +965,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index bd3e494bca5e73d48bc430f5962a5b9cad7b08f4..b4ed91eaea245fd1c17261d0fea1fe2eab40a046 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:94d92d79b829", + "target": "228850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index 3c803bcf5b4807d6fc36a1582d6c5b66d0746530..83e68574efc35465726f3d30cfeda07fc489d10e 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.02, + "score": 40.03, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index ef4b33c1225e00946f3dd81d5efc2b67cf6f91a1..902c63e06dcd25d99a2a959992ecc0512c85ae3f 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index 24ba1b91f5224dab643f10aa908a7b132ea4ece5..d34a8d6e5629b2d13a469dc043ebb7843af464bd 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index 4c531ab341b5fa9a4010e990a38323518c06f51a..c25b94b0f609286977a2ba87158b3eb8ec9df816 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 12.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index ced2b523445900975d5ed98a79e95ed23b8c1cc7..f306fc4ec558912520945f779bb019fbba86ad00 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index 6bc02bc1798e2b5fd2cd6a75112b99b6179447c4..59befa91b478c1e7ff601cbfbec055b53ed768d3 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index b1b493da9aeeef7a17a43b1b59977ee034b2bf7c..c12de61c9b70c6bcf21eb851e64b86218f44ab6b 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index fbb81416764087e76f56fdc5109515a42f124b68..7693fde7b2e3cb091ed4b78a2ab103f1c6dac56e 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index fccd3733ff2e26d57f5eacca7b00a03b82762559..e661308eb0a8bb507854a1dd228977fe1e892808 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,14 +579,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -706,10 +706,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -725,8 +725,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -738,8 +738,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -756,10 +756,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -778,7 +778,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -865,10 +865,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 7b677fd9c0eeb67a600aa57264839d26ad9d67fe..116b836f499c8d7af5812565819dc009c02d1a91 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,8 +416,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index 6b5125ab49e74ee490c9cd71a34124d28fcec00e..5cd74da603344f1bf7a1cd4e52c24cd9f5cee45f 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -595,7 +595,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index eee19041306cd1bca6a869d435c5e198a13026de..58893a4fddcb339dc26b9fbe02cd5e8d9bf56901 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index b0870f120a352ffebd3f53b3b60d848c836600d7..d67d221bd25972c24b8418f5a154642ec291d58e 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index 732070b45a9969d66fb03c855eb899c55ba3602f..1eef61884013e92a139e8e63fc3e5619902c87f7 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 7ceb9e21abf042f1d898fd1792f077ffb0dcc083..23a1e299c03194ece5ca418ec031f4c41e5e55ab 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -865,19 +865,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -898,8 +898,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -944,17 +944,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1017,13 +1017,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1032,7 +1032,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index 96cc49980cf80afdcba788ff0b12e9e72e835ebd..5454c0db74c8a8b6cd4bf6d9558af28cb83b49df 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index 464d71cf4b3a454d8920cf7051db2ea338ebde99..f1143bbc24b171e0fafdc35cdf8261f49604fce7 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B-", - "summary": "dCR 위험점수 62.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 65.79, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-B-", - "score": 62.79, + "score": 65.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B-", - "score": 63.36, + "score": 66.36, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-29", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-29", "period": null, "status": "derived", @@ -1102,9 +1102,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-29", "period": null, "status": "observed", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index 37389964a9ad85f1a3b7f1086c5264699ad13d3a..a1644dd747303f586c214aa9662ff20de42559d8 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -784,15 +784,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1194,88 +1194,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8fe7c0ca3df1", - "target": "235980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.995 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 44825de22673f789d718ac8b944d810f3bd436de..5a427fcb88661e2a316a0c2bcbf4ef137d514c77 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1046,15 +1046,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,88 +1660,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:521b1436f256", - "target": "236200", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index 90b12425881ca01936a6dd9150675aa6ea6cd1b8..223fc9c7bf43d0dba7bc90982b6863a5f2eba7b1 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,19 +1001,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1403,88 +1403,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:64c0ea78fd93", - "target": "236810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.665 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 8dfda89900daa8d2d01551007482affd529ea539..7a7283e265421b4d907c57d41e6616378033d813 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index 743e184833c06f99bd00859335c3c30d431d35ed..644128fd6c05e96e70e551f3df51bd971aa04a00 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 185.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 169.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index a555ed15ef575b53300af0d29b4d2974d8551759..ef618e24f2308390d8a79603f66fdd92cf98c1cf 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index 079736ab46647b305e9e5480231426101f98fbf3..a2b36c4a9cf16d8327403e2a77c628439da1e4ae 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index bd5491c66bb3b9dc1f9fea2e7a42cfad4f7dcd48..54a3de87b9114b352aef63bc931bb71aace58879 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index 74d7490189729728d676e9f0ec55f02d20cf0fab..a3db868bdae2fe61fc8d4e2fed6a03c83659446d 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index 091a2f561c8bdd40b046be4bf7a30822bd35d5cc..2d9833ea320e35bff9a9296f5c61ac65a9598e68 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 661031c3edcb869ac1ad0ec1ed96a8ebaaa45422..cbb2613b7b76d07c08746e94b981f5a886901d38 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,13 +1193,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index a9101f1b99e3dfe4d95137b932576a7aaa33c37f..c2b29ba560834e27f2083228d0adec651238baad 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 19.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index e4ce501dae5d6fd0ac769a1cfd15f9a74245f374..508672c24fdf1dcaf14aaabc13db03f5cd2530fd 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 9113681c48202ef5192d03dddda6a84d99428eb2..ad577bee413b5f98a21269c0c4a8880af59a8da0 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-08-27", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-08-27", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index c8a7361fb69508fab31bd8598ed7a4f0fb81c127..84dba0bb89aa5dfe74557efe46865424f8fdb8b9 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index d6db43e3eb2f0f41790313caee441ff4382970c4..79ddab01dab1a7ac06ebc30266ab5c8e6290ba7f 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index bc3ecaa31d4a57f4933d87715b30dfb4b82aea60..cbd736b2b7ac70201767e1358076fca7fe3c528d 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index 9b948d597cc823cbdc484ef2f7b24244c6693ed7..d6a5222296c8d89897b230623b1cdcca878a52c5 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 19.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 7011d9bed67bdbf2180b3956284c00680a98c91b..f965848cd926a93c3b1306b875a07487b6d8fc6a 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1594,15 +1594,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index f4039e3585607606de4cb276dc9521d3203e2436..30eb874c20e21584b21bd47063ee5485c365ea53 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index 80c5870db38cc2eddc15945c732352fb7c740ff5..f417a3426d0a4c9a75ddc963a651947c81a8a1bb 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index 6027efeea9c88963eab9aa90cf2b2135e7617043..fe18db669c11d9f770798fefe958872581f231cc 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 3f2d0c2562d59b33271829921848ab2e0242ec8f..2dd4637bf6802d173893da672cffeca7a56d0634 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 31f44b46420d71f61f75828b5e973b03fd36ec9e..25411b370ef3c7e1a3ab5b4d70f75173841e22d6 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index 890059e0bb549eee0e97a8246c2c4d9dfd09de17..691f84cc4eadc1327e9d69211bd01bd0f3a243be 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,13 +1195,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index 642c8f8a3eaa93dd3d5c013a429394976f8cf279..dd8236ee5c14611bd3fe2f631735d134c859e2ee 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index f7ec1cfc32302f0bd6ec24307bec613309cf64ff..cd5f1eb72f42897046b16fb860c0e034a077ab6e 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,19 +970,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-17", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-17", "period": "2024", "status": "derived", @@ -1041,16 +1041,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-10-17", "period": "2024", "status": "observed", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1118,7 +1118,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1127,7 +1127,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index 47077d62edb395a5855357c984e9286be55c9d9e..65e1b6239b31eadbdb165b1a874c976954688090 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -931,19 +931,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -964,8 +964,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1010,17 +1010,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1089,7 +1089,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1098,7 +1098,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 2511050296fdc8de3c1ab9890ad29d2244d07864..95f5a7f2256e75e64715bf8dd2e8a0d024ce4cb2 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 035a51e70d3202f7a5518044dfe8c945256fddea..0b2b5905dabc3a51ac95ddadb4c2e15ffdd8d37a 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 56634c402b246b47d4f71e2f423a96d95af158cb..e1fc29ad976ade6121baae502218fd225a4db985 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6636d33d3ddb", - "target": "243840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.825 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index bb04d99dc35a7d63551a043610e75835e78f89cc..4bdb4e5391e58692299b9df8524c66f61a87e016 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index 7e65a3b6c1dcbdd165f9480c5991a8b479cdc063..f361e95d7aa469b3bcb550860864726378bf8b61 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index 8fa0002d12cb2c3c2534ad5b1f702212593e1f99..e93d7fd1ba6a6dc2d793cd362a0fe67f931b36bd 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 8c3d4bc6518c6abc3c5ccb5e2e97d99393251895..ad1011efef3d0ae3352bd337569fd4e90c2be2a9 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index 1783254e743f0256eccc16dc06e8c3264c21db9b..c1f25f9ba2106a9b05e8646cb78890744b1d5520 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 9f9447458ff28162436a902527f53e6cb448be49..0eea03aebd0b42b52bc6e1f08f2fde9644eb8d6f 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 13.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index f4fc154bb4e31bf9be0a82c19b1ed1a5f90d51a8..f7182a0493e275b3d0a955922694c0ec9c6ca424 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index 34fdfc1d7475983f9f024912a7c40dea80d7714c..70bebd5c8120931408279d7e7d74e1e2268157eb 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1120,13 +1120,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 26735c6f496853110662b7310ef61d3ba1480082..f192ad09afe5de1ec33372d772e7861773a755ec 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1274,10 +1274,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index 22d0c5bddfc47d3fda8211a15e3b9a001d8f7f08..a304dbc76e8e94eefcf3fd8bdd5a449994bfd0d8 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 41e244fca40f5e6366b750b0f93e277ce3b5663c..adafefabb0fc5391ee6d3dc5f4826b14170515da 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -869,7 +869,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1097,10 +1097,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index f766547eb3a6ff54a67bc8e7114b27d2af23fca1..b1e8a38e24da0e93b0fed26dc54130138ebe64b4 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 287ba7d91f8001f3765dcecbef13d56f24f9df7b..ace6e411725e6bdfdc27147ef22187f4fcba2d75 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index e38592d9b29fd8891bd1cef746770dbe14b9f9f5..fb500cdf00e96a38e69f94f95c1f66d2e6ac04ee 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,10 +1125,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index 2ac5e689972f7a086b93b087c27bddd9c7f11b4b..bacb7e0f2fd1fd761b6d9c2b0f74b03c7dff6fa7 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index f632374f50c25b81512f7b88d66edc7b17bda2cc..082d4f8ce23f1f27d1e1087712607b7a14ed1bea 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index cd754a442917a9bd46da8916f6f64a36e30a22cc..bb749d6e3e176ebcf153065d23dd775296ba9a45 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 671e223c8cc65e0ccae558630e9ffef1c056fff8..f6b6868b9dfe299490868086b677e89d33cc6b97 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 5ad39bb76338d4de56177a59c4b54210fcf44c8f..03bc997cf4f176a71bf0d3105f21ebdfd969c930 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1420,8 +1420,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index b0aae8e2ad839d7014195770e4dfc68984a1bc6f..b4c6cf88b8242d2a879cba868e545f1098a4dcf7 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 31.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 31.62, + "score": 28.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 32.77, + "grade": "dCR-BBB", + "score": 29.6, "assumptions": { "scenarioStress": "moderate" } @@ -830,11 +830,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1053,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1252,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index d8457196942ce2b5fdaa923d4cf5aa411d7d83ce..3a5ab481435f24e4db87ea5029c99d1264cb66c5 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:debd9ef9b083", + "target": "251630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-28", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-28", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index 956917aaafaef3a0180dda41ddf1422b43599b32..5b86185491092940314c992dcb9290478237d4a7 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index 311c43ac909e885f210d4a5e493d5c18c09a65c5..5947041d3b99c545be77340c42b0760eb287e162 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index 24dbb9f86bd0fecfbf7550d5600b7497795c25c7..81052109230fe1b60eaff1081d494bbcccded0c9 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -572,18 +572,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 13.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,15 +767,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 13.29, + "grade": "dCR-A+", + "score": 10.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.45, + "grade": "dCR-A+", + "score": 11.79, "assumptions": { "scenarioStress": "moderate" } @@ -840,7 +840,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index 1a0e9b2fc999d3b465f4201cbea050b1136f123d..f0b2b45957054a14ef072f4e2aaf5c02fb961d0c 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 68f8321db9cbf2ec942a9d6174c4c6322279721f..21c1bbe9f8639f4123be43fd5b5d0ab2c7fe7495 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index 7dc3b27003cfac30eede7453ed584a08656843cf..abbfd2ed9a6f17a2288eb1f9f3484edf075f14f1 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 7208c13f67b7ee2a80dd5975c23d316762bcef5d..33249657f08c661f082f891a8f04a682f1aedcd2 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-22", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-22", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1422,8 +1422,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index d852dd14a79057f71c35ee38b38568b3e2887531..6fce320da49fbf718a97d350065c3e35788fb1dd 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 8a15c663eb8e48b414a72f99390a94566be63260..63820de738cd51b3e0645d5e7cb185ecc5b1a585 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index 09a27fa621d9e8239648c1026002bcec2009ea57..9856721b644d3c84b2dcaa85bf62cbf5dd111e31 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index 51ce3abd2aeb6091ae155173c6d090f14c3b5421..1dccc5789ba4f3702ef10ac541b985e42876e7a1 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index 7f28ce96c62b1296906cd9d106a3b46a00480e71..8a5863407ce5c302258fe6e5641f7de43a763fef 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index 7da4f932db7ff36a06621e419fab78baa8a2effd..1eb8f500c7ace12207054beb6df2e60e24f2fb5a 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 67449649bc0c226e7b1915ae29559472a8956fa3..2d0ae91f32ae01e1735507d51d2947903b5c695a 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index 7f77b9632b008931c03033a9921a49c3d2e9f269..99cbd50acaf486938a4112b434cf59dbdb39b414 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index c6217c496dc98f3bb201ff9ff75cd3b3d2e51b24..ac42def9c0b1189b53a947aed68319228ed38cec 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -989,19 +989,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,12 +1391,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6d5ff8afa5cf", + "target": "257720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index 6af838afaf24fc845f440c199a369c87538a6428..17db4bb99b1cf76a75658d9ad5e16c992458704f 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 84f65fe1e50cc3e13e7a1cd60671ca06ebf26a85..083f22f72d715dd10a5003960f362ea3e681c9e1 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index 01d688b94ce727954f96de488144cbdd62cb6cac..e7c6ccf7adbceec35549c6bb2de0d2ca66878683 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 1271fc8f966e9a172edefbdf3a9bf15801275519..7450acf1623ea7030860d84b669856b7137f6be0 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index c25c4b8c2a867b7a762bdf5679a5eced8114037d..f3dfc5d7575311c1a5d1b63cbce404891a0a2287 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -608,18 +608,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -803,15 +803,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.24, + "grade": "dCR-BBB+", + "score": 21.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.33, + "grade": "dCR-BBB", + "score": 22.16, "assumptions": { "scenarioStress": "moderate" } @@ -830,7 +830,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -899,7 +899,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,12 +1446,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c3b89b93e314", + "target": "259630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.561 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index 93233041f8414f7cc882d9c75102827033aaa528..f783384a10879a001863c083cfecda37dbb361b2 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index 4e2b459e94aa8291f05e0cfd282ba945c5bc7423..14d44c550e9e64b6d9f6e28498e3364e124b3776 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 7c8dbed2cd61c642e52d1b5536189546c7e2b772..8ad4e90ed3150f0a8618a1fb6d8bea2abec09bc9 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index e14f2202f756d0240216336e7e9a70899074f0c0..1533dcf05cc864e773a549589f14f100e9377ead 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 95257b4f8cbd5e656c92e7d4e7b7723ab07d1963..bfdb049279173f72827a512be560baba35f99755 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index e75abf4f291b308054baa1dfb2b4bf83139225be..32ada2fc2ca278f8a03d3af1a131c162c5d5e986 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index d1273050c7322710d9155cec35061939875af9d7..672feb31cd9eb4ba8b56c22c8771e8ccfae43549 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -854,8 +854,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -885,10 +885,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -898,7 +898,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index 2c0d459195b5ea46938aa3860ade2f3d1e7c4fd6..7ed39294c0ba5873303fe2ed00e5c4760f8104e8 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 29.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 26.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1405,12 +1405,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed9d1301df48", + "target": "262260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.24 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 624694662301a8b25b96696428959e19c3562d4c..456ca9479d395c2cf6ce27e10c4728aecb1c12ac 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index aad4c6a970a762a8d9cd0f0af6d09aec0c5adc75..7e94e267edce288adfcaaf26b67815ebb8c167b3 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1029,19 +1029,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,17 +1108,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,13 +1181,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1196,7 +1196,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 593179a756dd99a6927cc62fbbb372bf2c0c2101..017b9e519e39539491bac94836215bf3bbb6e74b 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 1edf0646e6e5a2becf6ab2d6276883804d7218d6..be4508292e19c85f5c45b714184cd517823631a9 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c35e61c55ce9", + "target": "263600", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index 25099490b0c321c82c75d9663a6464beb0b71e96..a7f775dc2d3ebdd235d0730417aa736101b2242f 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1062,8 +1062,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 79b7e0582ec50ce8617f32ac32b37ba52ad7a851..03730d368285ad574d4ba4791a81abebb40fe45d 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index a80436035b562b0eb2c09269fa374335f735e4aa..d898b75a3574860cbe917dee4efe116cd2343ec2 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index d60e70d6a2ce2b14ce45b3de8806e31b5986e9cc..33c43bcf8cfe9b2ac2174820401d9748e5fcb0cd 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index b15c0aded1c06dbd7c33b620a0d388dba53009aa..b2edcc8c1c7126a2c86b84b3cb81453a4e643620 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index 531975cb8c9aca6cc9fb279b4e5bb3f5fe1dbdf8..aff6c0ee2cfa34176e6872cb9cc65a8f225924e1 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.39, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 14.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.39, + "score": 14.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 14.65, + "score": 15.82, "assumptions": { "scenarioStress": "moderate" } @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 4.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index ded136c4e06447a9c053690a59ed5c33c8bf62b7..8dcf7d5141e6515773882c1082969f6875aa424e 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index b7f043a56ffd8ca58258f64a96c491c9f076fd45..d1b605438d55555fc8007c72b23b04c01644c1a8 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index 69211fcd306fdee61417114946885f7c65c6acaa..57887ed1b4047f988cfaaa70e626eec9f9f15b9e 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index 178aaa34e3afea5d19059bea8b7966729069714a..b77d0b01f5d958c99fde2fb0bdb809bd22410ada 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index fdd29f21f7595f9150d3694746e2d5865ab02281..247a1c9e14ad6ccfa77ea5df12485f821402b942 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index 84ab8056070990818608870d08663335509afb9d..8edadabef39e6ebe9ebc25633554b1a6585f64c3 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,8 +1469,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index 92fea13fa1465d07bdf9d53f3b9ef8085b2be210..3011cc05b9287c7810560ec53baf1acc88b76808 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index 110c7250b6bb44381f67280bf25537836a69d9a5..122055d2e20d40588db0a7dd2bbef53831e71660 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index d3c03d63a8ffdfb2ff25ddca4d8eac30bec8f2e8..dc068b5d354e7bfb2df989f38dc06d9985555f29 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -611,18 +611,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { "label": "dCR-AA-", - "summary": "dCR 위험점수 8.07, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 9.07, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA-", - "score": 8.07, + "score": 9.07, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA-", - "score": 8.65, + "score": 9.65, "assumptions": { "scenarioStress": "moderate" } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1585,12 +1585,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1cc1beff58b1", + "target": "265560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-28", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-28", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.721 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 3001b9b1d7b2ce8be5e594d0909b038b5399dd7d..05278364adeaffa251577963d5796bdde2448c1b 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1026,7 +1026,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index b3644c8fbac96875a58865896252a0602bd2121c..773f8d708ec48559ea52c07f1b0b54115214c1f3 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 718b005d8633edcccbed885fe5abc1b3968caad1..2d8ca80587b29330f32b858157f313bc6ded1d2a 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 385e54ee1a2b5a7328de4aa5a608c157f2c9d21f..0b8806a920164ac4c33ecc7940931689fb8315ef 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index 0171fff71b2b2100029a71c02f7f18b068d6de4f..a3f5ce20dda20b4efb0e9577630678b930dfe32a 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 65ac13bf6c022ac527343083fffc5b38897efae2..47f343a5c58a564b95f339a3b3e3dca0a2b7d18c 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1663,7 +1663,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1685,7 +1685,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1703,8 +1703,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index 632fc0e2a9c650b3311f764d7d567b26d7d96073..60b73fb5b00dbeaee157b143a4c7ac89f2b37a3e 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index 597da782e2dfb6e017975cd655c58ae4ab769025..f1aa0ae58dee647299f2cfbdf714e55c4725c2ba 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index bc9621bc2dcc8ecf8d579644fdc0d4d709906379..e765d29f5451b8285817bac4d98b853991604724 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1413,88 +1413,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c685d8fc5231", - "target": "267320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 66dcb2322e856a24f556707c8c9be6037c3f1890..f8579e3629259ffeb25e61d02cbf864a078fa5f2 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,7 +1455,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1477,7 +1477,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1495,8 +1495,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index b117cef2a9dc1d2ffaf955fc0cc4c3d1e7f001aa..9f5910807bf02487b836a52a6939c3a4a5b6a7e8 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 0ded462931d39dec4097fa922e1f9b2d423b1cfd..a460d5cc593f8fcd88fa5b76d5dd73b5851e7914 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index a3872b2d7428ac28dae20df94854ade3a014de27..92111d487057aed1b3d02be8ebb863fd13abf267 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 25a9bc798cb9e8b2e779df22d3502f519dd45070..eb3f6367072ae4680ad31348663babc29070e037 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 497c9042f563ac14600fccaa5c910767bb590804..5332be7ba837a12d7b71f322df75da9b658ccbef 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -886,19 +886,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1044,7 +1044,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1053,7 +1053,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 650935852c9a4dc0d094bab9b527b565c761b2cd..93b0728b697eee4e8ef316f82d73b45879e8a7e9 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 35d217ca8d688df8a4b1557f608495ee5f977cd7..575303f6488a98ec93a443f2d62eb18806b0e716 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index 8b64bae2080e50061b2ad8703c3f15150cdcbcdd..b5c4ca3b9b958a2cbad9bec52398412fb2625e7a 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1541,88 +1541,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a5a9527c44f8", - "target": "271560", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.812 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 4f262108020dd184c030054ee59166667af1e65c..f56237210c8759c01136926b87a856c1f04ecec4 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1341,7 +1341,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1359,8 +1359,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index 6957670b4efcfbd258d6d05dfce809658723b22a..eb0b35ade32eed8ee49825fe35454407f094e746 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index 5e43671c2470005b0be37ebbaea0c366aaa90325..abfb9e6d54a5adb19f657b48d18385ef4182c476 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:265b67c5ecd9", + "target": "271980", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index dfe8ed1276e7b407bb87189409ca67c6524c252b..e134f95f21d9ab470c84f6055190051f19cee41d 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -883,7 +883,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1058,7 +1058,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1149,7 +1149,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index a11522f3eb0ee6b69d8d2a9f5fa5cd8a3ad44cad..5a99b139d60f919f8331127ffbfb8da0bad460c1 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index 815d90d39633d3213ec326a1856b945074636af3..33599894f02257402c1c0d6b5ba9fc9fcd3433b4 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index ebe69c32dad2c7211d3efe8ed4f7caa9bb7be0e3..5a6be5c037821c68b8d1692c65047e94f264bedd 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index c48b78cc9be30c8641d7faad54552f217f694881..82667536d0aa1d44b472b79ce586d28d81e4097b 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index d6b6fcdf997fe3df8bb208aa48d811af477793ae..4bc0054d5dc151d6e42e3102e5c6c03f56cba6fa 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1412,7 +1412,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1434,7 +1434,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1452,8 +1452,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 52567be2bdb0e5517d84938741a169f08f477b0e..6bb10286e0d874c2e77f2093d4f398b5006638b3 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index f8ae886caeaf216d9685426ed7cf27b463db1769..4357b39c32162a653dc4a2a5c33130f0e66e7140 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1043,8 +1043,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1075,10 +1075,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index cd35835641b815dd9422484c786e6242daf0f22b..5796b4149ee640d64087acfa613fd5dbd0755676 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index 054cf8777e197620e777fffd0cfdabfe2c08fc2d..bd3c07dae13560a0819ae0e6396df7133a8e3589 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,19 +1031,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,17 +1110,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1189,7 +1189,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1198,7 +1198,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1433,12 +1433,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:56a7c034f5c8", + "target": "275630", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index 8a327c76858df76bf5e99474e29471426a671e29..764dd16b08ae91804cc8eeed28220919f7a9d4fc 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 4752d43eea9d18d0c9bc2319af9c06c8d2aae23d..3f47919c2bd8026721cfcbe21fee143d1e40e95e 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 250.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 257.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index df5ae9fe6d34d19e23e93e81013c6f1594b6d35f..dd9834f2276c3aee9683b5a99217bfe740eea266 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -806,19 +806,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -839,8 +839,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -885,17 +885,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -905,7 +905,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -964,7 +964,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -973,7 +973,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e1600834d08b", + "target": "277070", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.532 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index 95e0208f6aeea2c6bb5e47d64de28add12e94946..4913a539b6c656ea960b4829c770133c069f5267 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index bc17cabc8340b2a231f21bbde243ee5eb6f2383d..8d7464f65a1bc931b373456e2efb1ae20207c312 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index a0837ae6a056011cece1adb03b6dfdf053968b7f..d48b7adbaca89d639e7eedf57f0890464a341641 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.75%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index 359e4efd73522f8323526c556c5f9178053e69c2..ddaa0458a8eb095928099f74f4d74e946a51fc73 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index f7890356e20757a53021e3e1edb2d932eec21fd8..120dd1786c629af23c65dcbd7404850df9480368 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index c8842810830d72809a9e4a606a8c34b376170b32..4fbe27073410eeae135ada4a72a193f05eeec3dd 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1427,7 +1427,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1449,7 +1449,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1467,8 +1467,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 537604dcb0a57eb8a05fea640d4a7f39b0f968c0..5731bad102929a65347b62dd238e86c634fa350a 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -364,19 +364,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -397,8 +397,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -443,17 +443,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -522,7 +522,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -531,7 +531,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -878,12 +878,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0c71345b3ad0", + "target": "278990", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index ce70661587a81f943ed2127037a0b3b44f48edcb..e4e11924a7dab880db65d23465ec1ae3623c07cd 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 2cb1b06cbb399d85d5d97d5d986e78234f4a4453..4ca8c5e3b6088c17597b4c06f3eb0f45e3dce6d3 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 139.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 135.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index e7729478b68821e13d98aeffe13663a6c71ebf02..63ff22da120a2c2eea5b8b04495c9d14500c829f 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 33723bcee7a9a88930380c86ea8cd7b29bd26642..6e824b20d5b06d8a84c866dab339c348a6a9884a 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index 8733c993e85c16451d4b65145942b84371fe1db7..fa24bd84d412e7ce9752101e7cab4a1e8fdc47f5 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 25955184df41ec90cabd670fac1bf24ac56ec603..0dffa8389e45f49411c51f6437139064b0b3fc4e 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1495,12 +1495,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d56a05828352", + "target": "282330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.389 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index fc5dddf88942c255d5a661c2f63e87ad2e56b4b5..74fa125c6736a00971a176cbf0a68b21c3c00cb7 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index d7c39694fe57a8129aafd9fda5816a91c6541eba..d6719c95ffb453c80de9f7dae5e4be624815420b 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.65, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -758,14 +758,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.65, + "score": 31.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.33, + "grade": "dCR-BB+", + "score": 32.58, "assumptions": { "scenarioStress": "moderate" } @@ -781,6 +781,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -828,6 +833,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -971,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1004,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,7 +1023,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,10 +1063,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1095,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1170,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index 568ae4728f716c79869daedb8f9bffe9bb043972..b49d48a12a620708b8f965833db219c48c647ec2 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1434,7 +1434,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1456,7 +1456,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1474,15 +1474,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index 9ca00b50013d3c04b738baa710ea6bec1637e8e0..53abe5d8391ab2c8e36869f4a65330fdc6512e8c 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 478b0f7a3f49d16245d198b0d9a3b9037486578f..020274d80615813fb845880da78c870631101fb4 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index 40b197606eaa852c58c5610a8c35d81cfabe7d5e..957db8b43b1110ad7a7efc9bbf44ffdcc085749c 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 0f1ccbc071e67919513c396dfe29632f5e5f3baa..dbb6c2590fcb8b5748e51aeb3a78ad856c15fd3f 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1646,7 +1646,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1668,7 +1668,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1686,8 +1686,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index 297cb54dd64ae274f33e841503adc1c37034cb95..018a9c08c02e379af634a2fb76c10b05e6a483e6 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index b357822aae424e1b1918282d18177401167235d9..9db1c62c2e9bf6aaed7c61c046bc5348c6165c71 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index b05380ba381dada83d2e3141d02de02cffc0981b..7f16cb2c6e519e2d06bb7fdd3298a1e0ae28651a 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index 5e0a15e57139f0cf1d5423255715e1defed92db8..60dd826be3a38e21cac67caa874e6ca90d12104a 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 5623ab10ade162877c2ca6969e2b00aff1c57d29..491a43df7c7331f0350c4cd05f64510bc8ab6a80 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 9ed3d8f4d33773809f6aabaca06629b7b3c57c01..5733db28f23a242884b0851b5ed4860d2cd764ac 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 350.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 357.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 5236869bf4ba8de98c86f6812b69a2e6af139cfb..6a92300741557d616e89504a1167fe8446235e65 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,19 +1034,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,17 +1113,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1192,7 +1192,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1201,7 +1201,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1487,88 +1487,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1b33999c0354", - "target": "288620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index 5739f3bac4bdfcd2a908bf650e2587be06bdbab2..c53521cdf238cadd6cb6df1453e0061d5462d650 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 958.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1002.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index 469f56ecca4b4ab16b307828b3bebd15e360a023..6ba5ae9b84f65a019be768e853878a96711e25ba 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index 546a7afd1982922e1900263b23070f125a3a997a..8874275dc3164ea6b38f9109b5a1639adbbcefb8 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -600,10 +600,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,8 +688,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index dee2b74dc157288f149ed122efcb79b0e61c7fd4..94c8259121051c4241df5e4a95c66a870922d590 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 94e4b7a2c504731c4a6119e85719a5292862a40e..5ae04718933ea11cb1b596c08200b68f0e6bacfb 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index ebd9dfe33422ff94e59aa400018669e0acde97f2..03f060f514a1e9a84a5afb17934347446aa34525 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1340,7 +1340,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1358,8 +1358,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index a5472ca34c30830ab8af963e014f3041d61ace87..5991929d6630b8573711ceb79a98ca25f1fe28f8 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,12 +1578,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:faddec453cf9", + "target": "290120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.552 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index 3e951c489e64cd5f2df4c9ab33c1315fc6dd2b9f..9e6e3b559fa29a140f045139c135d4c6f8360c7b 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1182,13 +1182,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index ad351fab34d98563eb264477bfd3e7c02408890e..729ebfe3fd0b0128bd47918f7bcd3f92a613ec5d 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 7781ead1353566fa3af580120f7b0ae7138e808b..6bf803887bc70a5601d0c392e1ee7612ed6d59ad 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index a8a3fa900a0a243a793be8af45682010627a8a5c..ad2db6c62d89e264a59044aa218993d9afd451f6 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -598,18 +598,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 19.26, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 16.58, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,15 +793,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 19.26, + "grade": "dCR-A", + "score": 16.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 20.06, + "grade": "dCR-A", + "score": 17.58, "assumptions": { "scenarioStress": "moderate" } @@ -884,7 +884,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index a8f6f8e049d07614067746211770a1146d41a9a2..417492c833337d403df209fbd3618b36ee4355cb 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index 5be4c2202ec23a9ecd4e9a6dbfd3d09ef58ee93a..516bab1c443d3c4371700cc1e5d9f9eb8dca0ab1 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 20.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 18.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index 50d360dcc41274aea36b8f928be1368077348bc2..6e1b788bf024f66328019fe63ce2d308199e5038 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 20.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 17.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 36fbdbab65a7749d4f1ccddeebc1e1a5ea02fd9e..b1edc3c91f4360abe5ccd33c3e5590520f2a00d7 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1037,19 +1037,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,17 +1116,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,7 +1195,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1204,7 +1204,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1439,88 +1439,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a17ca5713c68", - "target": "290670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.564 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 957766677a143d3d6b74f62339501b70e4b16ad4..72c92dc59e5bdca4d46f4d4f22ed7d7dbb5e6f2c 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index e309f086b4f5c806c0ef3ffdf37b8af439898220..8398ba3564e830e0d64ebc878303879ce989e83b 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index e148d209375c3941c684b5871ec3bd223c8dfd74..c8effd3c80854853e4671da946f7ef2db113a541 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,13 +1184,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index d077a2b10a4d41da248d635f55fac2f63c2da373..011da18396ab3ced9f342ed2c7505c1ec1509d89 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 29.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 27.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index 15c8c7ac41479229be0b1442b9a0dd7df2936f46..caa9ff0b4cebaa7802e3cdb47c46c5a223182ae0 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index b2a37f10fee9daeb9eb8c47de95a554878d0ab8c..d5c16e9dd54ad5b7e83b110047d636474fa6917d 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 2d3b56349a93ca2d8b6b655b042a33b610e70635..8104f532a73ad0ab46291517bfbc2230817050ff 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1051,7 +1051,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1095,7 +1095,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 021fea55b689deeb845cb41306c2a406395711f4..a04a385a89878d99fe283aa59f300bef9de3f541 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 064e8bcc15c0366063046ce3180b64776bb8eb90..bc0f06be0f2538462272238df8dfbf8c1c1305d3 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index 6a4f42911ee2e40384e5cc8ff02275e9179886ec..477647aee4218953c8f549286783c07b82edbd24 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -788,19 +788,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -821,8 +821,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -867,17 +867,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -940,13 +940,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -955,7 +955,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 6cf7bb4687f5ac8d50b1f269b9b17c27d9277c53..aa358024c3b716822ec3453ff1f3d47177499dc4 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -419,8 +419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 45a6680e60e2056769407b9e88f32441c0dd4b80..22501b164c60bababd9ac40414448133b919b612 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index 755642395a08ae7e55c7187b3fd143272362aa87..b6f50bb375f616737968b46d864e8f7d7bbff0d7 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -522,18 +522,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.75, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 49.40, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,14 +718,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.75, + "score": 49.4, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.71, + "score": 50.17, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 28.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index fede9bc73906dade0693e0e515ac0108439c7c71..e599c8e9c0a6fcb4066c64789715042202b0dc5d 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index ed0eb4f414cb5c60e9480729d114caec11d4fcdd..40a93bc8e148720b72a1f12028506d54cb44ecc5 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -807,7 +807,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -840,8 +840,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index 93b1fa5aa57496744346680cb7baa78abb47e765..c5844c70d022ae4a7344a0e19416ba8580c4817c 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index b4ce1520cb4aebece7919b45d2e1e93b34c5c13c..ecd05291256983480ace03dfa488cf1e0b312208 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index d22a127a628f53791f09077e3435eaac600dcadc..16491db82e84ee5dde3fddbda65d89b4d92e0139 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 8ef04d016106728469cf6e4f7ee9b1f8d9af368b..6ff8b613a7577b3d4712e083bb66b3ab591438fe 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -586,13 +586,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index c789b6f8595e3028c38f04cf3b3f7a453f9c486e..2c4d32c656cd81bb9a5d25d454f19eb7949bdadb 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index 9a247065a84a8c4d5cffdcc153934670f899c71d..8c52b52bd6d3dde03e1a97733bf9b9880418429e 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index a292c6007f370c08a588d401e0db61ec59f5d496..87d12e85822bb5f79ac5ed3f6a694f5f26a92f84 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index ac24e058642c90e72f410481196a0cba9c7c6b7d..7a8983cd3d9693ddee98530b4ab1461429048fe0 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index 22b8a5ff7795cd5c28de7ac5340c75f3b83b1c7b..0fd60f66f865f85bf9ca1579bad30003f46f6d17 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1266,10 +1266,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index f35a73b52993709284a19c3b37870a8c06fca1fd..4f008871ee1f1f129595b406de16131f2d0447b9 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1038,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index 390bb6a023d7178ad9b756790e3c32ef86ad1ea4..5abe3186d4f2ea3d1ee4060a738db9b45a142b04 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -955,8 +955,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index f4b9c2217f5cbb08e262406fb851bb9a60eb92c4..088a80697d3d40465dc6f6608d4e63b824415b59 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index da9f8f767824b8a8cf9744dd092bfdcff102c3b5..bab6ea528fde4894a76220c296580aa9889124a5 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 137594254a12d837aad7f7ec48657f4932a9be49..0ace45b650148be6933454a4c47320a8b1fbcae0 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 29.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 28.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,8 +988,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,10 +1019,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 678e2df1a03a5fa6d7ed24bc6239c09dcb883a69..059fa4378da5dbfc3d85d13e1d701132a09994cd 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -986,8 +986,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 15777e6e9f79bd6d6cf7a55cfe20f34b363e2a20..9ea0ecbe8f34b2552b9e85d94818f8d20c701085 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 15.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index c74dc2d834e7e79adcbe79159f76aabdd0470a62..8f2d0343e705d9145d68830ffa692e4dabbc95ef 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,15 +1001,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1034,8 +1034,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,17 +1080,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1159,7 +1159,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1168,7 +1168,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1407,8 +1407,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index f8cf76dd480e5320d68f0d4c6dff2c135580c776..73b15991621ee190f2c33db2aa69b8dab6cb792c 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -812,8 +812,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -843,10 +843,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 796f6f5d68b609d28f997e1a37ea4ee6d438e8f8..5b805e9012eb3bf9edf888689ef85323ecc52798 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index 504390d8bc96c7f8fadc6275fcef4d390652bb28..cbe5a9e60caad2d793054a412cec8d17dff4d780 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,19 +948,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index 47f6846f866e10eb3e5f41ed0ba9fa8393ddb4bb..84b0f4a773cb71a192956f2eabef71c0781906cb 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 17.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,8 +1399,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index e0c066b04ceebac515ec9fc231ae8217940f9273..4fa1b23b6f9a8570685b5dd21959f040d909dbe8 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index 6706ce83fd3c7c71bc53b897a1a3e4c4d52e61cf..eec27ddfca85d5ae616446c3f27b1bbf9c323b4d 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,18 +515,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.75, + "score": 47.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.18, + "score": 47.73, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 29.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index 853b183f5bcb30c1208fa1ebe6ac395ae623fc24..b1d8a11ccdcd3ea2ee3adeaad436fab9d7a1438c 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index 898ba26c6c89963ec6aee27e3caf0b694498759f..70a9f97c1d67e8ee75e325fbff30e1991419d3d3 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index 738ecc9b5504ff2f856a965d5b6896853943446b..52b4c388ae5ce86a29d2efc9b0e59ff2e9d99676 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index e2e0ec569c659740d8e2c6f18efde549285329f0..2bbd89784b3dcfd6eb353c3630f72a919a24f2c3 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 82.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index 5f891865060657a91664f3b60e4a09873db85209..224cd4833ca11914eb8dd961e008e27ee90def83 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index a6c8b4bb0fe053b3344d7d8e294dd11b55986587..ae91f6f3a58bb2ad869c72a480ed3a48d8c780e2 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -985,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,88 +1387,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c2320417a114", - "target": "303530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index bc6a2c1279e09805f6940a771ed681b0e63c8797..ac7d7637921e4f9b4cd3fbb055a245cab2fcc717 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 36621ac8f088933bb4405d032c9f7389579731d3..f24fa4a8a3a06330532456945e31bceac32dc065 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -901,7 +901,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index 29b348a264dda2e2446bba6d154b1017bb3a1ca1..ff7ec5720e67c6a5563f551e75f592a49a3967e5 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index ac9da94d69f447f7a4e5ad9baf0d466c558fadb3..30336feab212ba7cf2f61141672c9b4345ad5107 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index 277ab1740bf4ec020ecbb8797e4af6b36f573c8a..ab3cd1f7a50816c7ba54666b166c6c52b2c13f65 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1527.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1537.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index b5933525dac9006ddf640d4a68e3bdef019c22e9..1958002ef4cdaf5c5d44ab0f268cf84e096b3e5a 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index 82bc18e679aacce92f3f8813c60bee52412f3eea..923e63d1d866f6fc0b10a6767a8237e5bedf11c1 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1045,8 +1045,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1076,10 +1076,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 1902c5eab31fb65243637bd30d0b95a054bd2f4a..4666595e757d1ec07c1d8825a8922b09dcbfcd07 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 51.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 47.95, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 51.48, + "grade": "dCR-BB-", + "score": 47.95, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.91, + "score": 48.41, "assumptions": { "scenarioStress": "moderate" } @@ -810,6 +810,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -871,12 +876,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1020,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1066,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1219,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 5ae9995f3454a0c64cc042e9ed17be0b33ac3803..8f4049edf3546e69aad7c9f3dc3a3c163f82e996 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1584,7 +1584,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1606,7 +1606,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1624,15 +1624,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index 18eebb44478da6cb5f669f1a249d0205871c8dcf..f50b82aca3da071c44f1039ab4fe7ad993005835 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index fe258d2d250014c18f2d20545fda119353740867..224a6c2c92e5226a51c1a0916075fb40543f0bad 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1408,88 +1408,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eba4a39e30ca", - "target": "307750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.492 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index 97bf2341cc8c1c020e55c7616fa4c99d977568c8..210035495ca34c2670e56bf451b6a23441cddd84 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,88 +1323,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d82c48e62a2", - "target": "307870", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index 0773d5ae72cce74024a75ad85fec18f34eb0dc6b..2eac01ead6286ec22ce420152101a9317bccc73d 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -587,7 +587,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -620,8 +620,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index 54faca56ce1bc582746680ce6c77b85dd5885875..d632c036697b459420efd6e2261d383fa9926e46 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index 70f01b3fbac8bd5d1198b898c08c29075f4bb049..916173480deaeaa5c187968985ac8e4a4d1f0930 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -778,8 +778,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -809,10 +809,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -822,7 +822,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index 0b2dad8e704123e79ae1e0801d285678c87e68c7..760b4dcce6ae911901b145b655880b6347cf2dbc 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index adbeee8f4f66970e953b65b6afb9b6bdc4553847..1b6a00a93b607ee280a116411bf3a796245ecb3f 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 20.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1577,7 +1577,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1599,7 +1599,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1617,8 +1617,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index e4c9122bf58e2ce87db1745649cb9b45b6fc2dde..a31995bc1ed298dca86ce608920d965246fb0b7d 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -535,8 +535,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -566,10 +566,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -579,7 +579,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 43d2e390c88e9e060f359dbd2c7179c0cbb80070..87d82475c4d376e4d68788a3071474bbb1e2cc20 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index fe1da8021a84c5aefdf6c3936635f858f9ff10a0..af3de96ecefc4faf5348cafcf0a6cb64d0eb584b 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 22.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 23.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index a01d9876f414b7d5f081cbabdb07cf2a832b57b4..454b382aa6435ec870ac59f6a9f360e2734b9e4c 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -760,8 +760,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -813,10 +813,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index 93050349648e90c760fe32e272f120f76bae52be..5a2b193efcb2e5093c3f3428ef64e6c23fde70aa 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 422842a2fc6197adc1d2ea4933878bdb0d6de49f..71657f8630db797cbfdfb919c6d590722c562a85 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -781,7 +781,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 8419cf93da1e4c8d080028bfd0771de81a557c45..6406364f74cb8562ece6aab25b82ef17f8d57389 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index 1d83e06e0301735e877b2bd3423703210350f0b0..032bb35eed5c8e25dc9373ad0cbc766de7662dd6 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -387,7 +387,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -420,8 +420,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index f3599bbeec5b8980a4d06b9d5e57afd85a6081c5..95d80c183e9795e649907e85b4c3f7ebaff93670 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -989,15 +989,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1022,8 +1022,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,17 +1068,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,7 +1147,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1156,7 +1156,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,12 +1391,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d59ef6035b04", + "target": "311320", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index d1ac37d93310a55c0f26c0f6d67756d10460ca87..94c82206e507c17f50ef9fdfa4a8bf1f8f2fc295 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,7 +873,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index ca0b051177c7f12b24948393710cbd36082b68c1..87c81984a577de8bd6445376be712618c77cf6ef 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 7bff8f79ccc3c6795ebcb7067063d80a9875d44a..cc58ff92b21dca2b0a9cdecebef543b271a34652 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -384,7 +384,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,8 +438,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index 307e8549e20b6e8261917c5fe9fbc3ad30e23a5f..5f3bbf1ac9ee99979d11e4648ba03fb1a40651fd 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 193.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 203.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index 7877daae89aef15414edf205bac4117bb50a6700..2ad53dc363f9118b49ff3eecd0aa8feb6e73ff79 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 247.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 249.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index b2db3ade60308d409cfc07aa1222f61ec99cd2dc..919357b8ebec9ec5ca97b64a5e3afb3eceff477a 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 407.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1089,13 +1089,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index a1a6ac401f6526174912ab9a87af2f2cdeb3cb4f..827222b497e43635a93e8bf4796a9b2522b52aa1 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -611,8 +611,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index ecc3ec7aeac0298206e617a1dc7de7f9ac3c9d9d..7f2d8cdad6e2fa86150f5b75e3eb39943bbd2a78 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 3635a8f82f0a767123e8ab73320b0e51baad6eff..fa063e66b7f8ef59f28c72a4d16ee732924a48bb 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,10 +972,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index f1b95561828ac801203824323535244074ca7d8d..351445e8fbd030ae560908b68737a43175d32658 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index 24ba8286b31d2ecb9b6fd5dc11cfa08c0eb77278..cfa5f7fc0636f9be45a2d752f7f05a9ab1b143e5 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -947,19 +947,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1026,17 +1026,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1105,7 +1105,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1114,7 +1114,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,88 +1349,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3c4df740dc20", - "target": "317120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.806 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index c73b5bb8ddbd5c2c38c1467fb957b5360b38e73d..73a35212ebecc0a2e07b1355506d1129c8d15047 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index bebaa51ed3d908f2dae9c7aca61e573a4d5f6482..4025453df68a60d8555acac0a6800f619b19b31f 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 50.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 46.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,8 +1562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index b1d31c6b6f70a5ba4647e46297924d0329100caf..c39e2ef3e954b1909edc9c538ea15861d9fdd1d9 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index 9873d32431e78cba1961a145acd115422a847ac1..c4db1b474f5bd76c732c5767732e9a2b85e68ca4 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 9a54fa78bfecc9abff878595341eb6a020a4ff05..f7480b09dbe4dfcf1fea9cd13e5282f915ddebbb 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 42.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,14 +719,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.57, + "score": 42.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.74, + "score": 42.19, "assumptions": { "scenarioStress": "moderate" } @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 27.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 7de6cfacff5d8cfac0d2898760d5a423ed7d6ed7..43208635b49a9a21264ff12c3566a2fa678e763e 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 0126e356e226e2fd33aca42d6f3d5dc3bec54276..e223d2d47d5eec6803201d17553a1c42baba801d 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 88086b0592cbf4fce415264941c64f366263d534..bbf1b6c2ca41fa7babcfe8286d6291777210d98d 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index a3db941fa74a230795287a6dea68d8982f84b3bc..abb56f438aa2f1673139127c7bdd30417c063e95 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index c3fd927a7e76a0279edaa6278b0fcd16b2e3ce83..91fc99771c054ad8b4269635881083cedadd698b 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -446,8 +446,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index a8efafd277a6357a82486617a0ae0bbb0a606c55..3f4a02df644bcecf1a35a96ffb27317e337a086e 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index b307644e640c9edeba13fc69be5fba70d5bb29c0..33fa4469592bb515b169422324291b70ebb2d173 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index a548b8bf2b5b206b0da7094cbc7193dcbe351e76..4d6eb86fbcf05019d07453ebac4c91d491fb6bc8 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -932,19 +932,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -965,8 +965,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,17 +1011,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1090,7 +1090,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1099,7 +1099,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index 1c7bd7362703f511e4427415e4d0424f067dedee..3d9d3338ea67560da32de0d9cbdde89f2a9bcac5 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index 07e747fbb8840ed26f8d5c210a57388f7762be3a..a13df3bc6760a1ffb356fcad05f42dbdce904d41 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index 2d95a6085d216b3905066ec6361f0ae37edb44dd..2497b485de7fe00cea747d90f2a12d8323eb8e8b 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 642e7f50d585024148431ab4ac2eb110c21ec554..120cd05b7b1cc5472eac52af21b151c21b1f8262 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index 04a41dc15f97358ff3c0b09e2d49f1f677d1b191..c2a2a3e4f10877a529ad103dd6ae58345a436fa2 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1038,8 +1038,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,10 +1091,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index a3d8479fedabda12d7534b6736537e31edbb2755..ef2f4469c6c62d02d563f0dd5efa8c6ad6d56287 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 9d20ed5515656ad4e1844ba70831edc0b875b5e3..4bf237f5e75f48cccfe7b3348ead68ee64f837ab 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 1419cfc778aa0b7a162380a4b6757767f684e277..bceac6364ee048b75bcbffcc41c19e4954e1fff3 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 42d4f16fd989aefce9be389d0e1a637d87f80993..0b6cf7f4a7a2450f93f010ee2306fc0c87377ad0 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 53.58, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-B", + "summary": "dCR 위험점수 56.97, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 53.58, + "grade": "dCR-B", + "score": 56.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 54.3, + "grade": "dCR-B", + "score": 57.87, "assumptions": { "scenarioStress": "moderate" } @@ -746,12 +746,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 7.0, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 26.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index 89018f61112dc1a280636b551b7aefee24f67276..bf831388416d5f0e920aa7e3a73f88248ab69822 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index a048928bd1a97159038c312e061fde3bfc4ddb7b..304a1a9c2a82235a2ae70d55c83fe449b1702fc7 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 945cd73dc1edaf096428bb7f22de2f9d38a4f06a..4f44f95641b2bae1e7b8f66bafc0aee6ad78c875 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index 44c31588d79c7ed08914bab8a2cd3ee4fb9c0e24..2f9ed157b8b722c9584fbf8f0b579ada2b2ea46e 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,7 +1106,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1354,8 +1354,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index bb57d0054dc09c10002e9086eb9b6e8843514ac0..81c2c777c86b1f72ca6389f1eb08e4e83556094a 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 69647eacd4c444c65be4c9d296b235b2d0bbdb58..c2cbdc142f29293e556eab1ffb91eeea577736e9 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 26.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,15 +949,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2fed75c86bcf", - "target": "322510", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.76 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index f390ea1fcc0b790abfc45efc4fa40356231d976b..c94a73bb96146caef9e90200ded61b67eaabdfea 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 57.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.54%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index 9456b50938b418f00932f614e207942f5efaf991..c08e4cc7ae22501d7a66c1a6ea070c62fbbf6fb3 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -823,19 +823,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -902,17 +902,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -981,7 +981,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -990,7 +990,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,12 +1233,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ddca3c7647b1", + "target": "323280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.376 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 908cccb745ac0b799202edf928725192b6587b7b..3fbc8c99f9aa8e06d8c8d1481c0b7be5466a59b5 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 885e47126a13d88db6f5ea9e2618c45542445e73..08e2fca5f16942127bdf23e3af041037026a79ac 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -495,8 +495,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,10 +526,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -539,7 +539,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 833b218c0b9978bde22bd56ea4595594dd811b98..8ef70e664134ed8a7a5ddeb2345e6becf7569216 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 35cd5b9636b232197240d047c360b8ceb0b978cb..ee5e4b478d9f558fd13eedb4ca855d49dab73a95 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index 7761ce1fd7562e5807b78ab4659b479d211d76f5..dac390b0052793d0693502de1a9b76a922ce0fdd 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1014,19 +1014,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1047,8 +1047,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,17 +1093,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1166,13 +1166,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1181,7 +1181,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index 569777c471ea9d4693f9ac6ae033b40240d2c84c..904ef9a59aaa5cd4f19f85a6558754a3e7a7a3f3 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -916,15 +916,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -949,8 +949,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,17 +995,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1074,7 +1074,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1083,7 +1083,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,12 +1318,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:64d857b53cfa", + "target": "328130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-28", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-28", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 6c1fff6e8fed6f9d5f4e6c97ea4ecf250c9c35f1..95a0d5f25dbf362b7ddb774630ff336f0f0a03bb 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index ede2244a9dc06e7b6f60d0e0999cc303f542df6d..c79e3f98ed16620f17a7f5396295e8a6e3cbeb7e 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 48조 (시장 지위)" + "시가총액 47조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,19 +1006,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1039,8 +1039,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,17 +1085,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,7 +1164,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1173,7 +1173,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1502,12 +1502,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ca7cda302888", + "target": "329180", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index d9ed73eb8d221ed3f496f1822169cc77849fd957..0f6e089f6430c0684b0ed866fe471f7454af8bfd 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index cd78e66325626ab369725c8718ff9dd6863fb276..a7eeefb6345673596ae85d67ce6f18c97a67c004 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -67,7 +67,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 158.69, + "value": 154.66, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -218,7 +218,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 158.69, + "value": 154.66, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -415,8 +415,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index b35165687bfe3e5fc77c13eb98c4bf22541b0fa5..ac9b87d1287890628f003700d6d3defc9abf2677 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index 70145340b698a3c1ba5bbcb82c844be14470cceb..0984023d41314ce59351506dde11fa999b28b1e1 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index b461402322f4822cdafc075b1992b464930152fe..ee112968d2f891d7ed5cba18dbd0d9edd3a304d9 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index e4011f4bdb10388220db77cc6e0b410efb6cf4b4..b7d3cee8000a6e6ca613bd257d7272f2d1556855 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index ebabdefc8ea322e27a32e2fe104bcd0911558442..d6183eb72930eed13d2c9295183c7414976a397a 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index 0c4e07892c45c723621070adcbe6d65d0ffea5d8..fca3c73d2771d81985ef0b50963fd9316e2f517f 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 35bf24dfd911b20dc18db3fb5f1d1d93eaa2c21a..aaadb500175ef4ffbd1b08304a97e06e4d205bb3 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,13 +1140,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index 29e57e1313a7849d40e964d02b9491297b407001..6044302c7e0088ce80aa3a875b826924abaf0935 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index 158809ff6823621c46f8cbf32171e02423c700e5..d57b296402e5338fdb4254a2650e39086e865110 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index 333ecdf4a338ff14abe5a2a6f411898b2271745f..81ce774394b3a6496307dc7651a1ec6e0e9ee6f0 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index e031a17c21dbc92b36f37771edea52d939144aaa..0c0cf3e9b08c38016e6aec5815790931a1242343 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 479ba56fc46c8ef3a44794280c7303f53cec5b6b..b5d2a58e4d6f86039e40f0a23101667f0293b691 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 25c90a492f63e285e563dcc7cafac5758dd4f23b..82301e75444b6cc96afb5d49ea9554ae5199df44 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index 658c422a52427baf23c6e2cb6f9416ed83c00da8..2f6819a397c73ee3d6c14c10e6891f4cbb2ba0c8 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,12 +1338,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a71ef7d6370", + "target": "335810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.69 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index e3f11e0c62ccaaceebbc45c1a4e4f49616413535..ab791ba3dcf80e67030dc3ef6f3b131b8781613d 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 765720e74b549d472885c243b2cda632c1324cf7..4dd383a5b17c06680c50e69793035c46ac6296e5 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -994,19 +994,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1065,16 +1065,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1136,13 +1136,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index 495dcde8127a93c1b3c0fb0338ee1c73295a20e5..5b89846303e92b19da1394ca9e61cb383455363e 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index e5ae75b59038a2109c2b0ec82ac01c34d3d41c5d..8f2f36da1fc799f8b47c902ad17e466bfa2949cf 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -1011,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1633,7 +1633,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1655,7 +1655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1673,8 +1673,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 73229a3866c67e06d4b6d44cf2a40e4ecf92e200..ee41950ccb7dd6025b11bce141f01563e3c0b80d 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 26e6ccb3c46c0a6efb35192e038831ed80f347fa..69852ab5362bdd2ce540b5ead14b54932e4b8510 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index c674f5e1c5f1b44c08c5a04647eec3d38d5c62a8..e8a02524e11d2dec52f9aafc13b24391524bc541 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index f7b9361bdfd943e2a74a6a182c9c657531e40e00..9382cf11c4379a171dc60e59d6e4e6c51035b9ce 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 4276e0db5f9485fa47d0b847b87995bdc9676ef1..56b9d5532ce020884c8620264bc856d4f3173fec 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 151.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -937,19 +937,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -970,8 +970,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1016,17 +1016,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1095,7 +1095,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1104,7 +1104,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1339,88 +1339,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:29e806cb2ab2", - "target": "338220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index a5833765a89d386aff9f174e15d20443aa1993fd..936f67930970662edc6e824f55115a10cead75e3 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,7 +717,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index 1742c4012b27859d3aa72d4cb9c537c2e1f6c8e1..c8bd3b253465dbae1dbeb57728b10d7fc924706d 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,19 +999,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,17 +1078,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1151,13 +1151,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1166,7 +1166,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index 5b5fba2628677c589ce4002b89bde1f2453a4c71..dc01c93139de46db4a423ec4400c1fb336c78572 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index 8822e27535f8ebfce95736b66cd5c20a62d10a68..3bcdb558b187f2408794a127ae177e42c51323e4 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 28.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +970,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index bb46b1d102855800d9df8bd3b4e48040fcebc745..10be711d14dd20324c1d90d2d7efc1a5a410d5c3 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": null, "status": "derived", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": null, "status": "observed", @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index fc27aa3598b7170f7f04d106c65ee562c1b96323..8df41f01cb0f2e430f32d89d9245a019209b81a2 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index 7f8f378538dee8bd597905fbccdd294206cd345b..aebbea0c08777396620cc5dd6aaae4a50e681dd4 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,15 +1449,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index deb32c1ddd870328a9846dfd00fc8a522611932e..7bf13c843c382fae6a35744bbc2cd39472115f4a 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -891,19 +891,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -924,8 +924,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,17 +970,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1049,7 +1049,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1058,7 +1058,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,88 +1300,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed53c22f4d30", - "target": "340810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index 3bc82ee6aef7aba539969061bf842572db4890f8..d8a82eb981d07631c464f637cd26a72afa31eec0 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 192be41cbfec9f5ee386ccc48b2bad9a26ec8988..65aad2ab753afeccbf18e761d5ce6525f09c7760 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-12", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-12", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-12", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index 3079f593e94394d787c71661322042bcc549c101..a5d07efb518c8d9ba6d3eb7175b97a4fde5b2414 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 2cb2d7dd1c7827a0646f48c1a51e9834addc3395..56d66cb108443467cd227c9e9807abc0c8516b73 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -370,7 +370,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -403,7 +403,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -414,7 +414,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index a1fe05254a0ffbd7106438527b6e354ef72eb272..181aa1c551aefee1b233420e80ada2a8b36e9041 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index 65f598db9b3bf71fc972f546849d3b609f5c4d8d..b1f8cd064b11cb812ac317e0eb6813676ebce3ed 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index 93db93e4730f43ef1b65e731b3b54228a86344c0..fd54842bef33f81a092abda7138ba756f7955eaa 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index 8b574e66d3ee9f89255fa181a3c494126ab71d51..99220b561bb18857fd0eb28f19abdccbf2100ac7 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index c4d3163e64a4584d02faef6c3c1a75826a55c68c..6a3a8e0fea1c85ebd072500958cb360e2ec24b05 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index 1c9a923a24090d3f7074fe66f8f3514f708f9003..e1003e65bafbb9410f00cea52e929a47433bec8f 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 20.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 0a4c82787a5bbdd35f078426f9fddf5e5c0b9a69..60c129e1ed27b2db7c3a0c0fc10779dc9822d456 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index fceebcd2726d1c4fd0349cfa22d16b5547f723a1..227b1f564bb942f92aa04b3db2069fa32f089d27 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -884,7 +884,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index 0c733a0299464ac5948bfec78843563edbc8a79d..f07eabc5970ad02b9afa23227a4dd744a2ea628c 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index b250945ad3faa77481a216601f4e7eb45153364f..9ce4bcc5e118fc90f66257041b3a8f13d63e7fa2 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index a11512cdef9e928e4847e5264197068dbb7fc14b..9b2246bbb25176af9dc522d88a86031d8113feb7 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index 7330322c5f34f149a4f99ddcb9362a0ccf0e86aa..8f1fd097351d5e56bc6b57283c896b964edc6b1c 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index c6cc0912b53c34c19fbc080524c10c2c83fc4bde..c08fe71c2276cd9a29a2c94d57ab58d7851d4680 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index c04c090aa658d0e21a08d6bae169bd82dbaa2b4b..6813266b4d92c9e40bb4557d641b5de4751c5239 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 16.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 13.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,10 +993,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index f3600812a691f1e66f6622b8bc802b0254a92ba5..1bfd168b82ff64685567c870dacdcff14a6bb888 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index e1ba0b7866b351833fa221dfc480d9e39514b27c..8efe30552fd8e077fd53c3a0e2d90e40ca72f4f4 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 120.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 116.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index 5ac629b0b8e50bd78ff63f2b7ed0a964677ddf05..c56988d52f757825b20dfbe585de1efb50919482 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -65,7 +65,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 143.28, + "value": 159.98, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -216,7 +216,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 143.28, + "value": 159.98, "unit": "%", "direction": "neutral", "scoreContribution": 0, @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index 7eea9db04ed7a3ceb440834ef0ec0067d8795cec..946bbfd2e65cbbb52f1ad02b6e91bffbfd2cc93c 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 8c0e3f077ce22940c3fc553c6e341925b87c5f44..e40365a3bd249cfe8b95a91ba72ab66fdd5a313a 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 615985a130d09cdb11527d3e3b5b34e85c85db8e..60c7ff0792e83b02b5e798e428ebe042a79b2a7b 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1352,7 +1352,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1370,8 +1370,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index ee87ea987b1bf115ceaf21d80e706aad6256c2fa..316ca4fa7ab913a0bcd05c7a50214755aba79391 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index d6f90d64fae4c1c8021e7192b08f00c1f87dd17f..80b1316e73c608ad7f9fe027f9061d56ead0dab5 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 24.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 25.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 983623d2a4d7fe660f4c513e8042687c402ccfd4..5165d15ca9af2203083feb268b31f9a3467213db 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -956,19 +956,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,17 +1035,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1365,88 +1365,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6e0ad19abcb9", - "target": "352090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index da540184f54e4e7f3ef16462a15297f1fe9029ba..36b24de172e61f7d9ec10427a32eadef56933af0 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index 530798edd3a3d51059708d3c98d941b3cd41e677..d7fefe6e97185a8d337f1d1de027daefb2db4dc9 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1040,7 +1040,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1417,7 +1417,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1439,7 +1439,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1457,15 +1457,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index e8fdc560bf2300eadfba2d98b168b1b3fd856f9a..e8688f45a6377dfbb81e46ddf3134340a8e45261 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 6e4dc131841b33597b3d486d41d67dca43e657c1..143b017fd084cb6e0ec6cfca4aa876cdbc32185d 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.93, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 28.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.93, + "score": 28.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.75, + "score": 29.5, "assumptions": { "scenarioStress": "moderate" } @@ -860,7 +860,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1003,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1049,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1202,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index e7bade55ab1af157f7abbaa1e77d819dd1129d30..b6b93e948afdaa5fe77d23cd34e9e390cb74860e 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -507,18 +507,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.43, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.18, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,14 +703,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.43, + "score": 33.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.69, + "score": 33.44, "assumptions": { "scenarioStress": "moderate" } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index 2e9f1f60061eaa2ca78c078c56ba32350151026f..3168beca1496171f287e463998a38d062e00b5ee 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index e3fdc9fac974c0d1dab4be8c4de3dab93544ac41..b9fa3a9d7603b0c72b5d64c69212ff01ec238703 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index 14f94fe5e205d8198424164a98bb512cc26252cc..e3af8447ffe87c03f6584371620a5bc2aade953b 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 9a7429ec21de101c75ac415a0eadc300208b986f..cb57a2493b12a2f579edb907acf685bdfb22433d 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index b603bd3114bf4fda27df925fdb8f1c936281e6eb..34f4a43dac3531f2203792aa6d40856e1de0f473 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -998,15 +998,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,13 +1150,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1541,12 +1541,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:997360f1320c", + "target": "353810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 82ac0e0f52d3c4922a3e1b54044a5ac8c0066eb4..2d10b5c79a2923583bfb1a85653cfdd08814f5b2 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 190.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 191.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index baa25ae06e8d0af4d3dc3b2d5b1b356212fa4b2a..440d5b33fad0493ac88179b235bc1a5e79ca90aa 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 37.34, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 36.52, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 37.34, + "grade": "dCR-BBB-", + "score": 36.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 38.1, + "score": 37.41, "assumptions": { "scenarioStress": "moderate" } @@ -709,6 +709,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -746,7 +751,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -772,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -899,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -932,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -945,7 +950,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1023,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index d7bbeef56ccaa35b88e8a20b77fa11dcb64bfa12..91084aec3ee4c3d1f33e9817adb2f71c8807e970 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 4443c5b2d265df8bc58caae112afee8dadc859f6..1dd83e6d1be4201a41ade269cc2728602bef4a16 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 178.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 182.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index a7c2e965d4d9c3004e386ec3a7fd378ec08bea2a..25e9485118665ef55e713e517fc1645d96d61218 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -704,10 +704,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -737,7 +737,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -792,8 +792,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1156,7 +1156,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1174,15 +1174,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index cfef7d119bc11d9a06127f90b986ea328d5b0cf1..fc4df0927e898cfff313234879b3228e53557c94 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -695,8 +695,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 334192a26d4ca1749b04c553b23bffd3879b395e..a0c5a6d8e175689e37374e40b46310fbdb584613 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -914,19 +914,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -947,8 +947,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,17 +993,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1066,13 +1066,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1081,7 +1081,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index a829bb74f5467535c1d2e2fef73e87c208808452..a54c5e2a44c07105750a0453a3410a74e5847a78 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index 6c401d36fe677d90aac218a7814406b1b497412a..b7e9a998619c24cc24c3178d9e0742527686c678 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index 46cc8eb0207cc3408ba797ccab125142e5a027bb..c5758f4b4b1f1caaade38204ab8e815bc666f3a6 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index 5d15b36522807edd38663109bd42ad5c53924676..f4996658eee94ab24d29232797cdcc5ad9426b59 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 8af24f6d2fa8e29bb273c555c9c32340ca796dcb..488920b8a5fa53a5f9080a068cd602e8a13354b8 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1185,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index 7e526cdf559e658133b2db4bc58a764359800531..413d036c4dbbdd38a8897a14efb099efc0520694 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index 10cfe7d6deab462032ba3bf8d69e4c78bb8138e7..93aedde8508be13d295a181c9de0cd568612f767 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index 9c08d19ae75aaec9b010e577cbc0e1eb0ef489c9..d0408e4481d66304d423c5de0c059844c29e2fda 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -649,7 +649,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -682,8 +682,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index 5ca623f89b68c250eb51ffbf0cf6e6c61a6d0ef0..8a90e3d47065312d8c7f00172cd2fcae4c486c92 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 8.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index 2c82270b0964c142adfce2880d8ed6d101d89c57..9c2cc08005b12e6bc8d57792f5b2fdc43c4d9826 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index cfc4466ab818a607a9481a320d782edab33872ae..7f5bf6068289d37b7402db1fcd9d05369db2c36a 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,8 +1349,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index 3b3692e3fa34eaa2af776e3f0f844634ff06082f..2dd3fb15743aaa3ceb603e1f2922b5c4b15bffd5 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index 23cc395b09d0a489fcea2b61a98b277be2816213..9e9b573dfb243c2d204cc12600f2338cc9f35592 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index 9d466b6117c6c96c79578bf5be3512ea54b6b051..d783559bb00fa3288a569169c0af69f01c52d91a 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 8174.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 7443.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,8 +948,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,10 +1001,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index 8bea45c26386a301b30df46ab13e5916fa214e20..bac656b8cbaf155bcf8446e8649c3e8cee89546f 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,10 +887,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -900,7 +900,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index b21e943eb4a726203f691257c665b3ef2d6b9fde..dc388af98e9aede8167102cab3f9107dc808b9ab 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index fdc8b8bcfe873c05ecfbb0fe468f5621b805b9ee..c9d690ccea700bcacac84ec07ce14ba068a1d034 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.14, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.14, + "grade": "dCR-BB+", + "score": 35.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.46, + "grade": "dCR-BB+", + "score": 36.21, "assumptions": { "scenarioStress": "moderate" } @@ -747,7 +747,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,15 +1350,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index a06560080ed15b072b738143f89f8699e4bcc5dd..a656d66ab0a9ad7fd1386ccbe9e433270c543220 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,12 +1323,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:887924e1ccc1", + "target": "363250", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2024", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2024", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index 256aa842cc0382cedaf24b4ab30cfb24f6aa426d..e670b401c3a81570fd9867cd95fbd8d9d0c91755 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -997,19 +997,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1030,8 +1030,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,17 +1076,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1155,7 +1155,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1164,7 +1164,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,12 +1399,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4ce983f3a41a", + "target": "363260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.266 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index cc711baaae4392a2d498d1316437e6ada82632c4..9042c2001af6d8eebcdf57090ffa482ddfa94259 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index 41b334228c2d3903db7a6c9d3ec8b03320ea6d04..d22efec719c0bcd94c65ae2024a7b88def19c316 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 805123ef4ac6d3b56133ae96ceadeed2a23ece4f..65b32f9d6493c53bbf28f4f7ed4b1681053ed103 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index 62517360ee23d499e5d1b6ede70c835eae73b975..5f0c678a4f687548302195478c5996722514fd52 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index 551825d33459126146e7340b3972e5e1410edd7c..ba56ad23f60db4801a51642da0b8d94bbdebf1b9 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1146,10 +1146,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 4a4282b928174eeccfb76bffa2f3008cd993e07e..f6d5a7ccd95f7878d55b5a1dd893207d34772637 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index 87cd35d07a60876675b136501e834f34a094f0ef..3cbd851f840a301abf94c3e5b9ca7fefb0c440c6 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index a43bad1c9c9654fa9a7fef057740c84cf6d51171..f00373f238a9b4d1972558b8517c64be95f4065c 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 32eceee4c484fd2989c5f443a993be2558a72d43..a7a37fa4dcc9c3887b77bc35119126c9b854ac2a 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index ce8c99541a8029918ee55277821b71f962e79f06..603b912654a8d5a4169a991dcdab9d1451c1ca66 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index 9f68a81679c2484e2a853132ee262ff5f634392e..da6b502c7c0fee513bac5857e341c6d7863efd3d 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,7 +1356,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index e4d2ba139beddbbfd7459cc6fe6b878dcc5f0841..7d61ba975fac67670669c1b62b7f8dbbaa78ea7b 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index 83932f986b64b7434c95d3ee02219373992a52bd..31a97e6c4eda814eeef619612a161a0f450d81cc 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1407,12 +1407,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2ae89a54f64a", + "target": "368970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-28", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-28", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.732 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index d585d6c63689bfebab3f55b8a73b5704346e0710..5af1c6bd99cdeab7635865d61b97c17815c6c093 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index f46c35ef1152ad2b1e8ea94f961d6d30cca3aa78..22a2862942d1a1928cbdd587ea55fcfd39e938d8 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 1b80afde4e75a051b43a77b1c7349f244c34182e..38b947ec28360cdbd1ae2383775d88128c67d342 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 278.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 278.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index fa5bc64592a17b04f213ba51efef08dbefb90988..0b06073060813178d07522acad53713d5e24508d 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 0d8022a0ca9608be95fd62aa0e062de8d7e8c28c..8126332ebc53550b00c3b5fe1def3f9f21030bbb 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index 42f10868ed51c115827f450fe2bb37440b8100cb..96d6cb67f14d18ec4a674f49f153a38490767205 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 123.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 115.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -985,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index 9f3a6ac406210d5b6a31053327a882fc56e7a608..4a12a236dc3335fd5d44b9a032514cdee9e01ac0 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,19 +984,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1017,8 +1017,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,17 +1063,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1142,7 +1142,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1151,7 +1151,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,12 +1386,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4f9b22948bd4", + "target": "372910", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.258 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index 834f1656c9a5d2c532f72ffd25b4f94e350837d2..a92bdfbb588f371c3421d20dd229b405571a1936 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 111.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 02ab73402dae3ec65dcc685ea65195a16ea9b337..4540c634f55cf340c06b4df268a2f35253ecee51 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index e3b978e7139dc01f707c3e449ba4d2558653c420..6b7240ca23cec413ecc19975a85ac0277720c67d 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index d1584fd4bf00b90e0149a4acfa032884a9d0c230..ca0eb7c31f1ac858eebe0e569bef8e443a426dcb 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -917,19 +917,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -943,8 +943,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,17 +988,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index b713b21db03339b930ca1e20c6438015e0975ee8..2f3f6916e4fff0a9778b34c781bd22c389fd84e6 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 74조 (시장 지위)" + "시가총액 72조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index 0a5a5a553668852405d0bbd04cbbee216e598f06..198cfce620e51bb0615e2590e7d6a176d8d5ab5b 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 0accd83a6330d1c1359928cc226d7ba042cc67e5..3947e285b546d6a85ac654161e3624a7d547ce92 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index 4212f5dee8a084ba425c35f0af8f8fe07f0bff46..27d8a6fb8ffb02dc2fed5ea9beb65f872b8994ad 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index 2c60ebb2292e5e220266181a706d267ad45b4821..ec9e69de05aefb3a67398067603cfebd3e117a86 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 40c54b3bcd9a73f5768c2ef54cf5c3fd54de2116..167640010196d65cf22d0a03ceeb8345c2ff181b 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index 8955ff8dffe7bf1365161b94a036289b25603505..0764f942ccfa6de1c2b3dc7d27cf9269927bd30e 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 472.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 938.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 5d18223263df83440b1f9601235f54dab5b1516c..7df73fa4b48e2a2e909bad2165e356118dd6c9cd 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 603.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 572.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -923,15 +923,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,88 +1325,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1bce61e64efc", - "target": "376930", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.541 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 759732b93c4f5440e7fc2192bc797a81043209ef..1d82c797f03c22e5cca2cd3128dff75aa62d963f 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,10 +1072,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index bf220535f0c8494a870c50186148f4218435cf8b..095f40813431ff97ee2bddb71a6732580a23f7e6 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 903.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 875.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 27222b281be6d7094f3a296942c352cfc9cfc45a..c02ceee6a03c2374f7eaa048a710593583950c8c 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index a9896526ba3edfc76b436c8a231740d6d32536bd..1426b5a966af8a2f05e39415dc398b65b9d2ea71 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index e3289726a1df10ea8f012a3c153faaf351918b6f..09ff4c752117d48b92d914657c114b70aa0b8ad6 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index 8eb909af393133ab5d0c1d919acfd9ec00ec950c..5c999510bffcf36ed2d59481ace72914533fa7fa 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -923,19 +923,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -956,8 +956,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,17 +1002,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1081,7 +1081,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1090,7 +1090,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,12 +1325,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9207997db9a2", + "target": "377330", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-28", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-28", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index efbc408658da20fc93256cc7e23b4cc7d62782d6..a1a3c0bde1cedb114d0bedce07964498619cecd7 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index a6447a154e9765dfc1ab2f0a4677079b59bb7be9..9b263dd37189f8b6a77611ccab3581c1096f74c1 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index 531be997b1ecdace29378bc81ef5d51508533669..c7a6bf1131077ba3d62b60c9cc0b0392a5ed0ade 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.68, + "grade": "dCR-B+", + "score": 49.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.44, + "grade": "dCR-B+", + "score": 50.06, "assumptions": { "scenarioStress": "moderate" } @@ -774,11 +774,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -920,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -953,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -966,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1044,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1119,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index 8cac9622e2ab286fe0c138a85e851a8a1c9ad590..d1e4f6853c91b365f5c4fe0c8fd9a45c6435347e 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index 09eac490f0f21237ccaf18bbceb050aa0f4b29ad..a1e8f7edfed5e088fd0dd7d596b0951ed35b630a 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 26.64, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 24.39, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 26.64, + "score": 24.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 27.18, + "grade": "dCR-BBB+", + "score": 24.85, "assumptions": { "scenarioStress": "moderate" } @@ -710,11 +710,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -762,7 +757,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -950,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1343,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1361,8 +1356,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index bdfd06480d2052bdb3c17badb287ac853dc8f526..6c513a4648d3db12197fefb4b5f48572f38b6e6a 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-03", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,7 +813,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-03", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-03", "period": "2025", "status": "observed", @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index a019366b41b9be302c22e399ec9d4b0f63cfdefe..84ff6ab3debe7a459d849920f82d19df2746bce2 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index 68a0db3313ad6a58c6f69553681041d717e0c9e0..b0b3565d82d177085bf4d212f265fe0d7e1bfc55 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 2c25f120f93bad585803cafb7ffc19614a291be6..39ba67a85b9f7bd3843ce767c5809ecbfe89b1a9 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 3681d502c6d4e6444e9ebcf0b84fe40efadf1c8a..fb5dac9f2894050046f79b609494de07ce123b75 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index c9f7d5d70c565f67ee7e3af62ec86002262d9bde..55bec258f4df166b09065a08a113803bec84c414 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index d9f8e1da38e77373eac700b5133cfc6d689a25c9..a9fa025da9214a723d062ced1bfa856eb86c8769 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -687,15 +687,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -766,17 +766,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -845,7 +845,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -854,7 +854,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,12 +1117,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5c1d63c707e4", + "target": "382150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index 29026e07a61c4b2f46b860b5696716adc5e2b5a3..bf40474fcf1184451682a1356ee69452be039782 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 63e41d1f9c08924a36a67bab52aab973059375c2..6f0e632da029e42883a4527feaeb83e12bb804db 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,7 +1392,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1414,7 +1414,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1432,8 +1432,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 4f0d37f4c4273c50a18d7a66967ca5167fbf992f..46b116f957da8c208f430a202a4b87007a95323f 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 154.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 152.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -985,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,88 +1387,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8842594c24bf", - "target": "382840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.56 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index a1d464226aba2bf46524238ac0b0f0565b7884b0..ccf76c3bf12226feaa47d117d9e445e0d5d93bce 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index c22282dcb39b47195d518977766f6aca6d097ff7..54a57ff4801e81202ebd96a98b78cc75e790d9a5 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 85480f5803fcf808ed10609f23f9d5b1c6e97799..0a4af6a857dc4dd72694229c55103a94b20107df 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.26, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.51, + "score": 24.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.09, + "grade": "dCR-BBB", + "score": 24.84, "assumptions": { "scenarioStress": "moderate" } @@ -790,11 +790,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -849,7 +844,6 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -991,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1037,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1073,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1190,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index a5c30c9d93e6d7f82d2ee57b7a4c93cb5fbd50e3..7ba709ccd174baeac5c031bb394c57998a200730 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index 8ab2d84d88c1e4b3a4c7652915f7ce37b84698e5..90b4435a543b8f0422eb11a1c0f57e3ee867c8d9 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index e2078cf3000f2948cd5d30451acfe46d88b2be83..d7447692060d064e29bd64249d50ee97f39d23c4 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -893,10 +893,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/386380.json b/landing/lenses/386380.json new file mode 100644 index 0000000000000000000000000000000000000000..7d25b1c4ce897743af184db8184b1e838c9aa96a --- /dev/null +++ b/landing/lenses/386380.json @@ -0,0 +1,74 @@ +{ + "schemaVersion": 1, + "target": "386380", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": {}, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "missingProduct" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "missingProduct" + } + ], + "noComposite": true + }, + "statusCounts": {}, + "gaps": [ + { + "engine": "analysis", + "status": "blocked", + "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" + }, + { + "engine": "industry", + "status": "blocked", + "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" + }, + { + "engine": "quant", + "status": "blocked", + "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" + }, + { + "engine": "macro", + "status": "blocked", + "reason": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 38638" + } + ], + "noComposite": true +} diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 33053a83d417a7bb06dac4495f849659ee0b203f..54699cad8a5230dcb50648d203b97ae07646b27f 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index 7707e6559264ee3102aa844d23997ebd728e2ea1..a6ec5d81d1040e1ad455c4f9aa52710ac8845779 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index 2f3fd2f21fb616835e1e37dce2009dcd15254b7f..31814f149e120397db7d6224d4c8681b8516e04f 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index bccd7050c9a2a3333aba14f1cf9ffac874ec640b..be19ad7c5efb432f89c0acddec2040b8038e57d1 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index b26202999c2d720620adb54805afed6ac7f9a5de..e6c6251e4cb4819e4e64fd66185fcf43fad204e4 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index c2cb88eade990de3ed38224b615b1878ab6700a9..118679f799bb67189ea4f1404277966f68161093 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index ef426a3c2771e801c4ccec908eaa4357e1ab0530..8af949ea91817cf928f2c29f5da1214f269b6ff3 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index 79dcc794f27920edfa3a49900ac403f2ff463e4e..da6477c4f54acfa80f3e6b6d4e801abf4cbd6c6c 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index b701e8b6b528129ad234eb5ec9871d6b1aa6e080..c2c0944db75ceba675429d3e0ea48dfd16a026a1 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index 6962e6c8b4be49338bdbcb26b34b11597198ef71..6ae619b1d48025f357547df3e76925b291f8561a 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 25.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 29.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index 8d4e91e9b90d8f02b44c0cccbe4ce33dc31662d8..b8a3464d6e223c3733c6537520960fb4098dfadd 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 19.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -939,7 +939,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index 560f5cbbaf51240523262788b142725ed85fa778..e6ec4f53c649df9c6e56c9e5bf2a805f8ca7e16a 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.88%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 2d7d20161aff903b46cbb81f5f2015c36f5ff507..52c5327f8a9585dd581588c1a7567126129f53db 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -970,7 +970,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1066,10 +1066,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1097,7 +1097,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index bf6b701fd92b6bc6ad239fe368216f9c5ff5f0cd..92901e33ccc18317e7ce0a38ccece58bff13dfe7 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -657,7 +657,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 4f8cf087a0732043af3d6a914274520aff770b3c..a0238884a1219fb5db247ffd2137215de7bde001 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index 9cbdec90365e12c5e6308f33a672a8744a3962d7..aae32fd55247cbd22c50c86f5889648c915fbdc0 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index 7dbe6304624aa134b9818cbab89ebb99be65ebb7..779afa8f2b360756297b37459b2ec72af6e5df08 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 29674742845ac47e47c33ad75bd3825fac2cd93d..59ea0cf7111a41dcec6dbc3155bd9b4c8930100e 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index d796765c40decc417dfc325b7b250ae58746b931..341a465f7828ca652b1a5f72097c6353ff3ec1d2 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1408,7 +1408,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1430,7 +1430,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1448,8 +1448,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index 38e9fd2179a764d42833ad69e90bf98270bcdfad..f5a05dcccd7b63fa2492cfe9992cf97af6af0902 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 533e40b0b4bf357bfd66563f0b11da5d2c3c5772..9de29346fafbaaebce7ffc74759b610f9252459f 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.27, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.62, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,15 +692,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.27, + "grade": "dCR-BB-", + "score": 46.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.64, + "grade": "dCR-BB-", + "score": 47.71, "assumptions": { "scenarioStress": "moderate" } @@ -759,12 +759,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 29.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,10 +992,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index c67cf0cc805dd60dd3c6da382e8901bc37aee4d3..673e3f8fb90206d2ba07c76a3584bed631b52a6c 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index cefe843a9b4d190446d8a4b163996e5fa212ead2..abcc729e7b154214471946e19891a8913a511b69 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 4143ba565a362b4fb829898ef43410e5e0da1471..22a81940c104066649e5e943c4e196b2bf03f870 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -376,8 +376,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -407,10 +407,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -420,7 +420,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index d3fe2ef179f47542adec42700116e514204715e1..f18a352fb4a6ee7a1c042ae5af412139668bab7a 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -691,7 +691,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index 426895045ce38cc99da9b2718654a044d4baf6d6..e4e14e143c013cced09a8e8bd7960e939888b856 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 14.88, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 12.47, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -766,14 +766,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 14.88, + "score": 12.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 16.22, + "grade": "dCR-A+", + "score": 13.74, "assumptions": { "scenarioStress": "moderate" } @@ -789,11 +789,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -848,12 +843,12 @@ "totalNotch": 1, "reasons": [ "CAPEX집약 OCF양수 (투자 사이클)" - ] + ], + "monotonicGate": "A+" }, "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -868,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -995,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1014,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1027,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1045,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1067,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1154,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 529fa4478d4210e22c470c40b7eede6af40892e4..144b28e176902888dd60d744b9c5455e424862c3 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 76c726834d2db988209e0227d1262aab49729204..94e9099996858a58706a98ec7965968d49914a0e 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,14 +20,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -142,10 +142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -174,8 +174,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -194,8 +194,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -214,7 +214,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -282,10 +282,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -301,10 +301,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -328,10 +328,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -346,10 +346,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -360,7 +360,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -368,7 +368,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -384,7 +384,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -400,7 +400,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index a06f7d979f5fd9a0712c8ef9acffe75f5e1b58b8..ecb5aa6dddba56e7ccf8be2e05d9283e7671c317 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 68eeef3d34cad770429324e90727af5a030f7f75..9338350b7af2af01dd508f23ada1aeba877e9ba4 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index e7fbddfa4ee36f1688b39ef85558c29c2d9d91ce..aa72d83d94190b6c94512ac3e490e25c6bd606d9 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index b0109ea1fd710d9ec28d48aa26ca6c240c8566ed..a8d73502f44b32fbc9df47f53e9d39b22aec01ea 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -966,15 +966,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,17 +1045,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1124,7 +1124,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1133,7 +1133,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,12 +1368,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:048d91dc0804", + "target": "399720", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index d5051654f95501f497c20aec4bb5e94d7de780e8..e035e27a7795390fa1b03c16b96a01295026beb8 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -407,10 +407,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -425,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 1f166a68e1409b5a79ca7960b7cef40ea6067d8d..12ec61d0d9d27977ecc1293a9bb6ecb37d6c49ed 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,10 +766,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index d899ff762c898c862fe1011f7a65398ef99c14f2..876f1dcb1c3bcafabd99a8f86f0b6a5c15e669f6 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1103,13 +1103,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index 6b39b64ab181fd32fad26de98d3f77db89592100..98f75ad2c71461722b7344601ca952909774e693 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1103,13 +1103,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index 4f7cfeb4fd6e1fc1f6f54f640d74ad15b85a2219..be26f293fd7910892f7938fc2148161bc02c26d5 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -459,15 +459,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "거시 전파 경로 혼재", - "summary": "거시 전파 경로 혼재입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." + "label": "거시 역풍 경로 우세", + "summary": "거시 역풍 경로 우세입니다. 거시 관측 2/2개와 회사 근거가 연결된 전달경로 0/2개를 확인했습니다." }, "confidence": { "level": "medium", @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index 12da377ac82e27d3d95a362f41265035af881e5a..a2722a31243e43b28449640f1e5dd50f3aac996c 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index 76be17de179f2b3e26e7938461845c34cad538b6..f3034145498001b40728ccd17ac3c07960ef1bea 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 68710f94ee196a63dea6fd8873c2a4384795cd9d..33b330866f9c78133c189b8914ab9ee8624bbb20 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index 373e8c12fb1ab7d4fb5abed778b5c4f41bb93a73..8324e2cf22eecb1247880e0af96dbd7b22e3e71e 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index f8ca52b9fdc44c1865d6f79db086e6ca2f3bd04f..c5791c47b15a14fce3e5b687bdeffc5c038f9076 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,10 +405,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index a4802f292b38706c699d3c0e3aca6034ab7b2d04..775f0f27173ff0df0d2278108587895b69cd89e9 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 357.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 349.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,19 +907,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,17 +986,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1065,7 +1065,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1074,7 +1074,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,88 +1309,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5d11c59872b3", - "target": "405000", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index 06c9681eeeafc8999b0edda4e86655a2d65ef6f8..ddbd8796b59773529acf611ab9ff0615b6751edf 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index cb7eabb23b9a99ddacaca61c109f6938165324ee..7e1b77ecb553bce2d6e626e96e7f0acbd1649f98 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.61, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 32.02, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.61, + "score": 32.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.18, + "score": 32.5, "assumptions": { "scenarioStress": "moderate" } @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 650569abdbc26e8885c0276873c1b51ee301163b..e7e8545d987c45c5d9011f8573425086cf38f143 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index f0a16ffa22807af2eb6499201b5464503291c451..0032e3e19e76bbc84ce7758da457a6a7b6ec7578 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index 2129f9ae367fdf9108f31d87c790f46bc7441bd9..1842c5cef8c0a30fd46fc50b65d9c98d14490d89 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -491,7 +491,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -535,7 +535,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index e94cd0f831b948af4681e10b63a57f1546137dbe..9aacb63f268aee01709fa94a0fc651d049cf3255 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -856,7 +856,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index eb5dc2f8d9cf95f0c8b726505cc4996a4d8c3678..e01a9cf51d2c7582a47709a6b8d991ec06ac5b19 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 75c3ba06fde874b04fa6645f14d09796b68b1602..3347f7c242fc0c2b8cb6db4883721e5552e0e43e 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index 2ae698ab7c51618cfcf48472448e79521ddcb507..a124a21d419a6ddc9bebba110ede2849a06537aa 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index 3adebe895825819d855e868d72ec04193693d1cc..d10782a42edd99db1594306e8ee5fffb87eaf26c 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index cb9e3e10f4bdf04f78650ce427de0b634e17dbf1..f871bae8e54eb747d7bca0e0a80cc1ec01757f4c 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index bc193b3901e846f6597ca18ddc2fa518a4de1836..f7ef6a7259ef94d61f77f9752d6f436c4d377408 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1366,7 +1366,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1388,7 +1388,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1406,8 +1406,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index f05f0accb109d6ea4b5eb560c9b27d2e59a76335..c9af2ae5574d6a54e28780e8438aa372c69c9548 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index b140b2cedf502f571cccd2c60cbe8d9e77defcf1..c979d8c00bbf0c3eb0b4c315624136e9ad0de77a 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 7e1b28485ecb56fc4fc308df95cf349b04ab7180..43b0ad63a810ba18e16c240f8f870014ff93ac91 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index 538cd357af489fd2a8d385f7624834ed9f457f26..00aa73db9717b880d1bdb5cb823e642a9eb04886 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 629994e92b73a75d1cc62bc28735e7bcd1f02d8c..366be497bb0cd3363129d57e2fa467200b39de32 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,10 +1129,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1147,10 +1147,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index 052b2203b54ebdc557f4069c0fb54fee563cf6b8..3f871d6ec007bce8f55e596a13f9e4c27d0c51b4 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 300ad6071478140f82c8341e2ee6bff28cc255ae..aa1c242f0addaadc5ed8180cef45227d208bea55 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 381cd4c48852faafd3405f2e8af982b16065892c..8712666f8ba70e20c210b65691c89de8f8dd3aee 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1338,7 +1338,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1356,8 +1356,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index eb219d767328d950969879284fe3947f1fc5277b..8cfb9972419c9d4469f8cd44bda7586bf03c9bba 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index 9a4ac05b45e9d110d589c8346231f9fe812554c2..29f3b09996e4dda74011992146ca51a4f6aaafec 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index c9b1ac602009dbe9919f3f53b5cb28433cab9f10..fa3c9db39d0b9870d9bdb8e86f1047af072f099c 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index 455b173dd687eef199af0157f102366d10d818d2..7f8bd13bfb5cea5fa7cc04a66c22bb7a6d0e4e4c 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -734,8 +734,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,10 +765,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -778,7 +778,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index 18a2df02429b9df34c2d41a2ad783bff005ac0a0..722810f0244c0bbe81407365a053db685479fc14 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index 8f31b2e4cf893f296145b9c7799ec9878607ab0b..11a62880eb74f8ced590c7e78e80daf25fd8d095 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index bf498ae707f71a635c8f28b39cceb2491bf67756..01350ef344f9e1be5c5d4d04443a2ae336bd7a2f 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index c8f742716c67188b80b0c4bde865d3940cf0520d..9d87c83f7b6ba8c5015af3c462425e9c232c79d5 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index 9e9f79183b9d5062d1ed03b6f0f08c1934037513..262b9bfc11f275fa5d727395fd1f07031185fca7 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -739,7 +739,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index 899b3ea838bbf1ffece9eac789d34e4d6acbe09e..96f27caddcd5fe2b79060079efadc9bc5b6cb56c 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 600.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 611.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,88 +1302,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cb22a3652f04", - "target": "418620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.57 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index 089299cc4e15523e330349268b72897cae264c0e..018b9e85634fd5ff7b94451fd3ed96720bcca95f 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 43.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 39.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,15 +757,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 43.82, + "grade": "dCR-BBB-", + "score": 39.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 44.21, + "grade": "dCR-BBB-", + "score": 40.22, "assumptions": { "scenarioStress": "moderate" } @@ -824,7 +824,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -835,7 +835,6 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -852,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -979,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1025,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1178,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index 86575f6c0aa2496de86ab52ce11563fc7674e69d..02947322c81a17ec12a21719cac8b333161df2b7 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -857,8 +857,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -888,10 +888,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -901,7 +901,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 7bb2565bb6bbe7577c6f52d32ca562311f6be6cc..03f971548580eb66f1ce81b989f6318f8c6f1830 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index d621790539d74a6bc56478712582296f2cf38a27..026d3da1b80cfc5543e913e41487bc4f9c4d8d90 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index 71f4c7cac09dcc2add178963f7d050a2afffee90..f3a63841294339412ebb72a7eac3bc40de098188 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -586,8 +586,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -617,10 +617,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -630,7 +630,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index 3b2ec197d963868698dcffa9fdf6fc1fbbd4f2e2..35a8b97beba0de2a03dfd004f2cee7555ecb70b3 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 330a33f9cebbc51dae83ba3e2babb7fe013b8b81..56255dca003bec2c9e828a0564324a0205afa414 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index 1ba417dafaafaa3ddb195d88551966778273eabb..6c277e48d5c2a9cf3a20ac715e94431570b835b7 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index 27895034d11f800352af110b544d9fd7738f58a1..5ebf7b14836cedf00d1c42319534c03dd184f33a 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index e6102a39df5ab0313e4195bd2931c2e933dd361d..78e15c6185ac223570d22242fcff62c7b68eb711 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 23.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 22.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 8ed4c401964bb5d637f2c9087390592bf8d9cb13..8168dc89d84bef9ac532042f317ec094e261c380 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 57ee6fb6d5864a5724653d55d346f29e218c6178..e5beae6d0d984a44ea0a43f369a25ee257b72259 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,7 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index 09b3c65082e30bc045914e63096413967edb7f93..70e69a83e05188a85144ea92dfeac94aeebb97fa 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -846,14 +846,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -973,19 +973,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1125,13 +1125,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1140,7 +1140,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 9265dbadfafbcca5ddccdbb7c05f0a0b511fd78a..0412cab0b6d2da1a556a8b08b5917e693aef76c8 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,10 +664,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index f9ef0cc7a759161ffce52620002c36f0f252acfe..e6fc64a5b14acf27b2b8d0988b4d3983f889a4e6 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index a10eb0c21d20e7d0741d2d35b6602852828d4669..be2e0a922902578eb5cdf0e863e7e0c10755ea07 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -722,8 +722,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -753,10 +753,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -766,7 +766,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index 8f653fdb371523e0e45231f09a26e18223f794bd..d529b6aface8f1fd66bdc463e655ca697abac3a7 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -841,8 +841,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index 99ca4f975de7a01cba35b881ad95720b92a52bb5..2fdd7b85f49f78484735b6d09d17274f9882ad35 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index 06f4368f3590c3bb356d5d6b4f1b93f8cfd9f3d7..11b00e2e5adc8f0c03679646f9772112c37bc774 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,8 +596,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index cc859229a41ef3cb434a0250563fc4ce937f1b4e..e547597b61356bda7af7c89e7d951ce63be7fc0c 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index 95f535d6855bbab79e5cd3f266e8c39293d5f7ce..d8219b95499af5fdbb7184a7af3919a2a0eb189b 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -931,7 +931,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index 77cf5680b57b91bf83f1455191f820d031e4b9f6..9849911ca1fa418b8ae69932c574d1977632967a 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 5a961938ae388edff173657f60efa72ee2e5b973..34390f8d8d02e60bd48e75695ab0415532128194 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1422,7 +1422,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1444,7 +1444,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1462,8 +1462,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index ba9e2de6bc87029ea536abe1a2ad80501f79d406..0fb3e831ec5f50eacf4281887b6720ff6e8e0aaa 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index ede28616a5ab46f2f06225aaa49e3ce6dbf78631..2a9c5c1de082002351362a552590626911e0f6c9 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 7e135073d9400593e852096b91a1868e98b1ed17..d25fc5565a9486dae94543432d7ef6c26111fc7a 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 5f1ac3b72824a4f65caac13695975059505f1a4e..29515e79c08fb7e827a2d9c3244e253af19f1400 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1044,13 +1044,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 1b5b6f55ca1a120e80f0b90bfba8913287a6948c..73b7ed5c5c82869c328c2b01c082b0d19084bc17 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 7f7fabfe4f578ca960ee364d7ae637027879b6a5..bd27b6ff1a91b752f063c6e4bfe5ef713fc78f76 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 52.36, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.36, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 52.36, + "grade": "dCR-BB-", + "score": 44.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 53.06, + "grade": "dCR-BB-", + "score": 45.06, "assumptions": { "scenarioStress": "moderate" } @@ -746,12 +746,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,15 +892,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -919,8 +918,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -932,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +951,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,17 +963,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1001,7 +1000,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1041,7 +1040,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1050,7 +1049,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1063,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1082,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1123,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index 35efb0de05463a845cf9297db2e92577b78ca2a0..90bed11c5834688901a7ee7e51a05a11845fc1e4 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -494,8 +494,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -525,10 +525,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -538,7 +538,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index f301a1a13810b80381439ae9d9157d57418f0736..37bfc1e7e06b15c766148061bac6c80879ba414e 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,14 +695,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -822,10 +822,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -855,7 +855,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -868,7 +868,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -888,8 +888,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -921,7 +921,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -946,7 +946,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1021,10 +1021,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1044,7 +1044,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 8bc31b28330e0c343bcb27ef99c5d022255ce902..e681d419e30f8fb8d89706f39a5943f9b0ad1672 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,7 +826,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 16.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 951edd690b310791948ab46e4f9b796e93d29c12..e54eb169357e5adeae728c0a5b340391d3c21d36 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 08b407ffb992c78987ac24c7d897c90595bd6b54..3b7ad9813bb95de05a1cca9cded21606b7118cf3 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,88 +1359,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:686b37cc821c", - "target": "443250", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.716 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index 0ea7b48db62c0355c4143abfec7eb4b048cc454b..6ddc7a32308ea8b598a517fae6109a5231ec4103 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1406,12 +1406,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8d6570632392", + "target": "443670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index 59896b1aee87f15cfa5106d579c54c13a5193f62..6fae593ddfbe947142da68d20cf565c44d0d5dc4 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index 2b101d52e9fa9568c18c2434f0f9188c00006744..706f74977c1fd061156daa7d28636d911d692199 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index 20f5e898e7befcd52305403ea4611f397df4bc6f..eb5d096d2f0ad0996f71e6e4fc392f6f9f285c3c 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1401,7 +1401,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1423,7 +1423,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1441,8 +1441,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 4794e7bfae4ab4b472ed8dd9ff650cf4dbd2283d..a81092aa3865f1ec92af04fedb6e20982ae05ecf 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index 3d598f86ef4a2379b12e87d6d57b1858f4aca94d..eec4757e972acc909da07ccd009ad0d939eeb8ec 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index 88930a6ab5ec4fc5c63719266cb0bd6351ae7f04..732e42c15ad93cbce75931645b361932abe8de4e 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index 1c3d595da9e8a4c3ff33ac1356e892cfd72a2949..e317ce3cabdceb9e8580b0d72f7741e264481504 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index 63082ab4346347a1136f283a3232485b54eb6fdb..95fde76d4d40b20fd127331600c41fa0e2a88edc 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index a864264910913bc590e623d95f9245049fda5587..634b007486730ebb7a544c4223a6a1e23c8166a9 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index bc64107b5f4f3a16669bef2ed0bef73f56ab90df..956826f2d8e8b37efe868aa3f6000cada42459e3 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,10 +1044,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index 4f8580787277482d4e6c1e85aca33d6179cf98ea..0da6ca76e6e20d3d8a35fb6db4534e3dcb31bb9d 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -733,10 +733,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -746,7 +746,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index f0afea19bc650f42485dd433dd90f77210b1dc01..2124915849ef38be4a730f8d9a2f9ac6ccd29bec 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -236,14 +236,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -544,10 +544,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -562,10 +562,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -576,7 +576,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -584,7 +584,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -600,7 +600,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -616,7 +616,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 31ca88d9649c29e88c925ef4fc97e57daf098a00..812d230d78f677f8d0e89a6e3977d2df0deb875b 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index f5305393b7ddf3e4c9a132823396651d60ac06db..ff060d041f1129cb163a452ddc501fdc805788b5 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index 9619f6742dea2ea8bad64a6912b7b94dc44f3cc8..f2e6079da3fc50b2bd2effd495ef69f83b84c779 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -510,7 +510,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.32%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -527,14 +527,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -701,8 +701,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -721,7 +721,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -835,10 +835,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -853,10 +853,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -867,7 +867,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -875,7 +875,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 4fdd7341b4f1a0a29d702cf3820faecce508c661..8fcb9e6e4de2d292fc4c3585d8d4435b616e72e3 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 239.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 246.56%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1034,9 +1034,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index 1ea4c0bd82df7c7453fab153d480b11e162b2e69..847316d6fda892b3ba5240b1b26371fbf8ef5e5d 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,88 +1122,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f38455b07682", - "target": "450330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index e66c9bf8fd8fd514aecc4a2ff7719b68cf2ba404..4e7b59409b624bf6fb81c6ccb0976c270ed855be 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1332,7 +1332,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1350,8 +1350,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 39f4a13e44453777dd036ff93e8635a4d69217cf..2f3b1ace7078e8c92843604d2ff2135ea92456c7 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index d303526e00337fe2cca3c72b5538b4fa35fa2c34..9e1742d6f2c9561e19b3611d00240d45be33f453 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -693,19 +693,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -772,17 +772,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,7 +851,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -860,7 +860,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1115,88 +1115,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:44b8e3327be8", - "target": "450950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index e849da9e638d56a8e78dd59b5c997ce86f0a6d7c..a2eec0457a6bc615779ff2b3cda12ff52d5d68e0 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index 7dc1c10ebe02b3945084a021e9839633d13af10c..d97a844e7dcfae64435447809e9422912f7ef7f2 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index 6e124d40278dd4a948c84fa553a51a397fe911e3..efdb8a760946558402e3b150732c91cf32c74561 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index c98404755223b0f393a4e4b0f74288650aed1289..ca597ed93a9b014748b243fb2edfe7c407546a2c 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,8 +1349,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index 7594438689df4450fb877f202e3e13a03fa16829..1bd83b96d199075e9135c572d00ade1ec95321f3 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index ba8e03fffe58eec53b6b677cc1f76f7766752770..252d937a4bd5de00f8dd2f94ef492200c02d9eaa 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index 6bf5d915a36e7af6d2a446be8e0c2a51fbfb1cce..2bc23cd54ff5cd78a6b1f05ff44a11762a9d26ef 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index 3b75f590bd3683c506162b43687acc65e5517863..9c3a32505fbf0efcc51bbe3460149e2249e619f1 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index e44cdfc0042fbe22155f0a4fdce0d8719fb75517..53f0727012374179a2c741faa951d7b5ec03571a 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 7a1e5f917407657f65c6d017a69575220b0a9820..59a3f3af10057ab822f485cfa2fc343c599f59ae 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -513,7 +513,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index 2df1d83063ee59b3d423321f02f1a78dd77b1f02..b9885ba0d81918bda93ce095271b9473ae8bff23 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index f794397938c7654d3bdf0d1bb51ef74ee934f0ed..e8554cb80126de6235ade0abc26d379ee6aab230 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index 550d90122bb94e0863c88abc7f7d39931f613270..9e75c6569594554fb5e06763d21bb80bbc2b364a 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index cdc0bfeb3258608952dfaf58f75b99d751e9263b..4da8075e33ef3112f1069078857417d12aa2d4d4 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 56bab2b4d831ab1340367d42e1b7f4fd4c66bbd5..2e4174421f31b183e99338c21ea2420bead7456c 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index d38f41885393a30abcc856bb77c3baad064c63ac..368d9418874bbfcc78bd9bbc94e4334b0137a923 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -962,19 +962,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -995,8 +995,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,17 +1041,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1114,13 +1114,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1129,7 +1129,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 85b081debcf5e4f86d7a2b1a2b509be612e030f4..c98167e34d51a552c677160808bf45bca1daf96d 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index 0c69f9a4d7f5244215b1f66f7aaa2009c91b8eae..708f762e6b02883df40c2b0071924a870df2eced 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index 0ec5cdc7b023b52cc426b12746c87e148e137673..23197e10162e8d5e680b26c16a5a1f5fb82d4d55 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -825,8 +825,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -856,10 +856,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -869,7 +869,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index d7bd835f3fc344bba8b6ab592c2bce3e9632c02f..24ce5a671710c1c6f094499cf6d6d88f75ddf882 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index da6a915d52c95065037ce5f3f988ad320356a34e..8946f70a7dbb33295b300a5c05fa32c18500c2ee 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index df9c35d6ec1fdc54414d60a69db3d9482217f0ff..e40bcd29dc2da95425988502c81c0a790be8031d 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 667cd796c732efaed44cc3fe62475c015addb252..2286356645e9712be8c4d6d7d3a5a0baa215401d 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,8 +582,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 00191510a3c57b879ef77045cdcf2866f7bb2477..86d52d8498558844730babb7c4eb3da615902029 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 734d97e4a5b5f30694f32af3c38f7916bf68c166..99afd12b29b90b8bf23851f55627322c325b1498 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -672,8 +672,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index 22f41a8211f08f9915fc1912b766c85e11a84d8b..ac9ff3ef6a46e9b7ad6b153fc338a37619139ba2 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index 976b30084d420516c552183c51baa31d312ecd5a..e244a2a432f4b26c9e89c918309066bd59477c91 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index f1c361c9850e5d7858c8bba9d18fdf6cebc271ff..0fdc11cf26bea2eaab0d8a0390fc3fedff84c014 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index a507801888f92c720e6d855c0965e9335ba7ac77..83d400b87f5f7cbc2b0c60fecf281b4bc2d3d180 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index 2d5b99c5e0c180fd78d559a47113009ade063706..c76531d2e311bdd66bef301d35b41a2d7881659d 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -718,8 +718,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -749,10 +749,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index 7805dabbd30b03c644e2cc12d53414af57be039f..670b6913a8b856f64981e37f5a7e5670bd32c4d0 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index 39df3acebfc73c9ddd31e7a8736dff65db8a2683..fb81cd79f29b61704f7e6fe9a2ec1de0d5df5547 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index 8e79f7d13048ccbe97475f0cba3d2ab79e19a853..7145cc07e64a5d11de3a5956e410c36a703314a4 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index af474ff200f7fc7d3268ae9147c7a3787c21d584..7263a7f2acfc4c425b1d5a0c23ddde8797dfb7b4 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 1f1e9060f5995a6d0bedf79a3bc3152bfc8f7093..a096780206aec86860748b56a0e3bca155a21322 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index 125892a35d88607ac1728fd57ab76370b985bfb1..f2355444c6c230115db9712d8ec42f433eff79ae 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index ca1f0e251957992da2436d0b69fe0d2617e7bf0c..be3f4a9551e9302049d92a0499f0d925f042ac51 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index 3917d23a170a5834708569e17709d09c77fb4a7b..9bbfa499c72d13f2cbc5d5d4788f6bd5e84720d9 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index 4736fb2a487c0a4ce279af6e549075553e2a7e74..b83b5b0aeec11776e53dc3e4e41958f97c87b0da 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 35de8dc8073f30868f7fbdc79002f03c50983465..0fd002c4183b1711183596bbb3ba36c8ee0899a8 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index fe68e91e18cd6f29b6d9c74cdf7b8dec3cfe4b6e..df22adcacad0b0fb53f557dc0382a596266e223d 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index 0cc9715d1814b5151af65d4a8ca2d272e7f2cf84..e8a3c63a98d5118df890a5f5a8d44b7cc6a958d4 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index ceaeb0df7ba930a58c640ccefc95feefe126e7dc..baeb558f7707bc154ce3d2efc8428a42ec047396 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 73aa1afa66dd9f3da440794d01353a4b08e48e89..014e412750c649d0c02f167fd08859cead2ae6fd 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index 46c327e9a9ea690921b05fcd5a637914586107c3..3124ce27c5df85b56ae77fba4a8bdeca8f59f449 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -717,8 +717,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -748,10 +748,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index 36ea467d689975662a220cde140de5892885c1d8..f0fec7911d8c5f49c20349a70509995a6f709b3e 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 7a3ba79974493e1593ce67347fd2d7c1f3f3c962..b0b2219a67fefe2a8717c210e4168aac21562fff 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index cee75128601418731388e6e4e09302c978411196..fed56fc64d4064bcfdb37611ae5f94454689d306 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index e2bc1e477f3779612ab54d911f9a21d152b18c60..9c2d6f01724979a4e72d110ab1cd553272c92ba6 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index cdfc10904a274bcc6b0811c1af7cc58e33e54b77..a2a4644557f600f87310bd510d1dbbce8bb774fd 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index f78fa4a134494be9ba37e189626aaf56805a6af0..6dbee7e743d41a705047dd4562cce4988e4d1142 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index bd216967e6d41f009845a066ab322220bb613316..a0d8f3c2bbb958e5ceef849a625afae6098f7a55 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index b4ce1af974a17fe81aa9d144d482e62bdbcaf9b7..ce9149f12a16c8ac04ab74de073c4a70b962c5cf 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -819,19 +819,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -852,8 +852,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -898,17 +898,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -918,7 +918,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -977,7 +977,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -986,7 +986,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1228,12 +1228,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ea379c16874c", + "target": "462350", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index b810a7b0584b1cd417fd33e98bfd5df9f8ec38f5..93a93c561a0adee5ae8e167ce648a5bb0007b55c 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 7adcb6ae9fb7d221cc78e45a5b7bef42da4f1dd3..3e8694053053d6e737dfb4bcd46346ca3399d087 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index 5faf8b8e0fe508822ce3f3599f05bd3a379a516a..1c5e2624ec79563492414e953f0d00a8bad6213b 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -639,8 +639,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index c5dad059fc2c3caed34714ac3c93c24537178e59..b030e2488acbeaa488674a2b932cc2c695a051e2 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index 960ec7047b678ba0dfedf201c060b90264a41301..f378a37cf63c847912c208e6efdeefabba084ba8 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -609,7 +609,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -653,7 +653,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 6f3bb19910271ab8ade3732dd6dacd495398f8f8..4d629c6c3116fd71ba5b174715bc725f3ac93132 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index 57dd5960d6b858825c377516a6738300e87a3f11..197c0ebafb549a02143b800a24bddf82367eeba4 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index a7aa3b74e96f65bd87087abbc4e08fb77a42e5ac..87f47df8253917dbf372e0566d9b945a8c3f5597 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index 847a07f5f446b74ca1fd3e37165661c3dc3a70cd..91fa120563dded5e22879aa91625cd83c99d545b 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index b816c4d4a58feed2d97d542c17d21ebf746bfabb..161302b9950c472f84497b78888a8e1bbff84cd9 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 93e4efb19dc92643508297b6416e0cbbb4cafd5e..adea2894158c51405c0a66a007edb53abbb3241e 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 60e9d5a5081a7e7c0f597ab9acc8873e15d003e3..af22b90b32b0d1e3f1100e87f6d22dab2e719523 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -784,8 +784,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index c5ad3f69476c5dcaef71c64b9dca29b81e1aaa2f..7ad55aa6fe9d001192ae2274260b489e4afe6a62 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index c00960154380f8b1936c9c807cfa35eb305e8201..cc500ddb191f79c3bc4bb30821721dfedc53ef72 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index 8c198e7b4dd983b1202a5a9c45963c72bc1754fc..547b48850d217220a8d62f99f506ca2921a17966 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index 373cd457f3f7a42ffb471a4f3ca99f55373328f8..d5d8dd1789e1e00751daa10ea3e1c9eb21c7dcb2 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index 77b37f191b82d3d8752869ff4b0b9f6daed6e2f6..a46862fd8205446f63d91117dbf86aa23c7dfc77 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 44.25, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 46.16, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,14 +686,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 44.25, + "score": 46.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 45.1, + "score": 46.88, "assumptions": { "scenarioStress": "moderate" } @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -930,7 +930,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -996,7 +996,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 57fbeeb0fb5216b2d9201598ae42bf5378c32095..9f713ccb8cdcf1537643433b940b66a391123b0c 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index 8ac7e2a61243a1dd219a3cce99f61a54f9616bbd..b3f79ae5c21c6e79dcc132f29e323665295275e4 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 689c20c5289cdb30eca59922ed5a114bef0f962d..cf43417554f5693ab9c65b5d33833e04e16dbb5e 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index f13e6152f75ba20e122e3d25889378580cc3be56..be43ef7ae999a1a336e5aae329bc76e42ac85cc0 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025Q4", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index a9ff030d808d64195d602244fe2abdf00dd749b5..06ebba3a217214425c4b5a97bc65beab8f60322b 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index 3e01bda4d1ffb76e3d971755de1c908d9936cd85..b43e1e0a657c5dc1c20f48d6452d1f122ea4604f 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 7ac6b25a33bab956a7aaaeb807fff4c57ca5264d..b4856783311612b53f4c6a15d1b9755ceff7ab87 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index f3acc776b8b5ab1157201fb101f4a1b1bdee198d..3560e57f82b458dbca684eae6305a8f140297ff8 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-19", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-19", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-06-19", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index c50041ab9bdcd07153fc0c09ef7ffdff9ed7a7f5..3f3d3e1742b59a4dd479b3c5789f17f76ee090ab 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index 22789fe985495a5875680368030fec151acdb1a5..111606644e57f8837d1eacebac83f1ca1eafc0d1 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,7 +550,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": null, "status": "derived", @@ -570,7 +570,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-08", "period": null, "status": "observed", @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index e90239c539f41a1d67fbbf44a1aef06eefb41e87..896a7e36702877f0f6b9e7a188f6d35e2238be44 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index 5bb6658e20a75c27ef76fb7ae46d5ffb45322434..098e16de6d8a830ab1500326b47626b19d1ad2b6 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 2359f524527aecf3e371e86cc7bd8b850ec17263..e4e9a51f5a650d8391be03c779c962dc039fc8ea 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 5cb6e7bd8a830507ac830f05d66691fd5463ecb3..057fec1f8dbbdd3d931ea160c558bf13021234c2 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 414693b9dd19c2fef9b06d675dd445f1b72173da..1b3ee1078664b794a54b8a910d6a3d4bc45676ba 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index 55f3a5444d1c0860007691c242dbb894ee2539a7..3d665154e1123680dc8f00699a6b32bcdbea17e2 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index 611a142e5beea30535d30687b06a8ec275e5f78b..0263f56861c7e268ea31661049338f7064b0d871 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 6c73ef724d9441eab908082f98180ad621cbb1c6..9447aede66a839b8721ccc20eabd258ee9be64cb 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index 8946fec01468de82ada35b41638960ecd4127e5f..9f306033606395dbb9048d26b2415654fc2cceaa 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 3c34c8c0967be3338128362157da9b660b19959d..0ca1befb12992876e0fd8d7a86e6baf2672cd4ec 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index e9ba00937069b383d5e70019ad27bbb0467e424c..6426752169a7e7b53564926c4dc95c27fd09031d 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index 3ac7d837fec36f1b1fafca3c277524cc5c3dee1d..eb04d292d2f97b82b1f864cd65c0424120bb0114 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index 2555c196c0e6d53d0f0f0431cc22bde47aa182d2..30ebde2c05706b114c25e81a461e1f5ffa81b268 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index 8105a6ce96768a61f0ed7ca81e3576be91e43538..ff29c03eff310baf974e02b676a7040d5329ba0c 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 43ead77ff5caef3d75053bf388e3bffaea7403e8..ee6a53fb5be1a0f94d13cd679cac73d655007b40 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index c7eaa5e12e7c87462af2a0fb97034d9dd39b17b3..4c733740dbc251138bd3ac7777486882fdea2eec 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index 1b54a07f0a249b55dbf7d0702eb7b336d84a7f65..a30eccca9acd27cf05bdedabe7dfc61ba427d563 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index 16ec8c6d4a8426a98b2cf477361d1c3d55b03b61..53582b0bc4c927afb40e9a73be7dd83ef8903222 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -695,15 +695,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -728,8 +728,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -774,17 +774,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -847,13 +847,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -862,7 +862,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1329,12 +1329,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9c2865e58a03", + "target": "475040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-09-27", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-09-27", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index e357ec0fd586b3e27e68cc0ec44fcda88b6c2d67..7c107945ff11ad05675ca124ad0164815a97cf57 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index a184d79b8ff4975026f1c1607b7f7b2b7ee1f1c4..d63e332f762ecf2dcacc4dc7a814625e13311877 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index e7ba46b3448074455a386c61878eea77d80de837..cc919765b1dad3db94acf3eaf9f60f74db8bf237 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index 06e742a87b6fbd9203326fc6a0996accff41afc4..e494992e232d9f66c058e16c0878236d5d889f3a 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index cab5b08231526adbcc4be3b9f6cea68382f921d9..5427eac8af84688812a9b91c85d202477f5bccbf 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index 1100c22d8252b4d5c71236e08cb414f08aa34b63..b76769b9a2bc49c9f5a35419c0e2fb4ffb7e72fe 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 233a4903cd06c4575de6260ba1f1bcda770a2f28..11b294440818da7af99f0f0743d44915f063cccc 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 8934e34f4b995b0225529aba6aaf0646db2ed979..e8963d77d038ff393930cf62fb5c99958fd8eb04 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index c95dd940930639797c35ee7fa0ee90b10d491682..7172cff2ffee6f4297339143a21c8624e289dcf1 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 4371d01b8533b6dd2e85bb4d7bc1a3fe346e375d..56ad76a3ebe14ade25fbce347763b6188787d86a 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index fc50e8f13c47c14605ef35467ec1d485d470af41..9a6d5289b70bae36ee3553a06b9365c62573804a 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index 21dcc5165df189baf40d867e927de73d37be9b15..2904695303948a90c76e77041f21ac1f3f8df593 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 2714d38e2242816ef432f580ea73124bff3edf1b..93131cb3d9e4a48680c727e60971f25d7281dd37 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 5e815167fe0466f87ba3b6af072b4b49ea1a7105..39adb5d5cf0ec8c1eab782b30bc256a87755f67c 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index ceb3abf03257fe3cf87356f4cc3fe07d7a6e8bb1..ac4a64f7c27ae60bef1b5e15b9abf3cc822253c9 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -540,19 +540,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -573,8 +573,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -619,17 +619,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -698,7 +698,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -707,7 +707,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -984,88 +984,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0d0a6e26fd9f", - "target": "476080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index cfed64748fd505d8c7c3bb28264601564f7d067d..01567b1eafc2ad113e7e98e53ede821f666b6d00 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index 6e7a4dfa1e33283f65f8e6c0c04ceb837c36a493..ad1371350e2da809d751e285a2f6c71d4d53b36b 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index 97028edc869c3d4b91df709106d150107ad4b941..6ba28addd2581c58e14f2b100209eef0ed1efb5d 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index 123b95f64cbf611b8f579d01676cd8d0856f3f67..7e207aa8058120c494725a861d6ea315b89bbab6 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index 0a05e6e95b16992c57db57bcad1eab13b581b6a9..4e302cbd5732a5ca007af41188df3511888fa620 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 9d2d378a048ee2da06594decd51e8391514e20f1..626139945e9aeaff77bcc5dd58056cf3a4d3a475 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -410,7 +410,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index 545d33a315e19ff6a9ac2ecc34ef98c8e6d2c857..ee7ac5422f6b3cd766575c821db25a1c4ed9a55d 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index 20b899761b8a0591ee25a656b6e41621bdac818b..4a4f8a201b97a747918a384879411f96ae766b63 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index 4d280f9455a3c8a35daf964dcfea165490145a27..c069c0b5815bb94999c124e26bff63457baaacf4 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index a3c31bb4538d719172538653b0739d6f4d73c12a..0c372e0b0bae5f5b22f467bd2cfadf13b7d2fec4 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index 3df4926fb4a1ea488e1482c1b0b4166005c961c3..ba6474ced46aa6c2d94999f08e7f61e824b755df 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index 7a72e37c748e87c66a8b158d2315a7460d8f1dde..900c99570d013731b8e9ca831a5ed61509438ef9 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index 7452918cd7cf76ce32b24e99bb5ffe96bf19a2b0..32da9955ec4a3c6ceacb4594330f942f6e63a7d7 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index ffc8d19f9f5ea4b1fce30732d84792c5569cef22..802a909d9f8fef6362ecf925118c3a62228ae281 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 3066cda37a81754a0cac9da6951bf76108f05d45..3743ae8860661249e50dc96e6ceec5aa2bd597c3 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index e00a6b5a98be3f2ad39542fb378275511f83b295..f98570ac221229c4a652bc1311bd3443c7d7a5b7 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -581,8 +581,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index d4b9f32c112164b0c90a14fd3c100f45cd3849da..1bf839833c583685bdd8653f41f679c69b852e4a 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index f9d3eebf437f7b93cbe59b786fdf39ce0c78866d..eea9ae64ff93805733dad40a9d2608ab19a52742 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index f167d6c26e8114f461046efa1cb173def102c41a..e76980e847e0552fd51d0ed8df9c39ed018296af 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 820526824511ff45205f0e466321da37b9305205..cc4a5a5e4dd40a3cecb8b6d8d7e6b25b30d43aab 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index 713a9473b9404984cd31397d44ec9203cfda3df4..8eefdd49aeecbcaf55a2994498e222fac1ba5d93 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index a71d67cf81c7a69fd7d8c8de82892a6967256ab7..10b3e23b71f2a24e7a03baa6a1fa286ef187d781 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -694,19 +694,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -852,7 +852,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1116,88 +1116,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:36b5bacf4c5d", - "target": "483650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index b5486cf506cade7be851cdfa3fc91f6d5fa00d94..ece98df30a5cbd59856b2ce967de14bdba19b535 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 16a91d60cf53b3451d058d48e8097a838269d52f..4bb780f70083b4301b3096ddc30f3f4473a14ea8 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index 49cf679ace3a2b50cd4a03c1e59ad17ed1ba73ff..ae650c8cc9d961733711dfd405f5734e9473975a 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 02e634df4db3e47ba66a9c8957a48c71b8ff21b7..09c63f0d577474afa67d1e3e78aec4fb98073b31 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index 4151f9ea7c9bb4cdeff8057e2c87676a3bfc2221..b94c326d6d92eff9bb0abd4ae97d61aed3bc15e4 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 260c9af0daa507aa821162168f1f62afc5933c4a..67eb249b34406a4203f14597f1cd6fc3a40bd106 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index 4bd7b9b4de6339fda1e93bcd75f6d1959ccffe9f..7c66be1bfdd2e90c32ab5b5296b8bbb051ce03f7 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index 4a8547270f7f74e787e70469d3725b6672441a44..ecdd6158b08b0da65c7abf53e35b3ebe5ebc4dce 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 6299d79f1b191023c761c48393ceb6fcf2f9ce7f..4b9a9b604811539d948c7a0edf1d2d5d897c274c 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 6141e97847e327814c1b4cc58d614c63e2d5b21d..91028d087b712ac159b26df1b3e3a1bb29e14064 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -727,7 +727,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index 9a4e3202ebb629823fb3b42c45240a2f7582b955..c3e82b6cb2720f134e665cb25dd08a7f218c1bea 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 8d59d2584694b69487243b3e8138eed4e8e09b26..0981189a0fa8b91d96a14aab26a7aa12683eb3d7 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index a6664b4eb946f1724153669cd2ea850bc656c25f..99625f662fc2ac229bda6c6feb918e262a39a0cd 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 75f019699d18253b596d47bad762014440f0d0a8..2001e41dab6e38e06b43a25169a171453fa75d8f 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 3c99b8b39e18cb2769cbc3bb4747d29611a46b1f..ae798ac545b5d179321d7065a1ad975298782c4b 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index 9c2b06d57da9ce2d9fa6da6432d8fe013bfc4d6d..c45d5eb8b3714db7fe28ab84674ed1997ef8a584 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index 9097cdaafb5ac039cae7b7415750c8895d139a04..fda1f9aca84447d09bf9bee9dcacdb8721802481 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index 4746f187faa95d77e394bec127df16a94e4ecf90..d6e30e0174275544ce30f60a593a29a9ce65bb07 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index 91b5cd11ea0e9865ada99f07129a87f905a822c0..316e3e4bee4b29ef720bbe4e19ab720d4eec30b7 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index 2e323adf41d37f282e5b84a485db1edddade65d0..3997163d21df45ea9575c60c472625e880871b7f 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index 08d39fc67f608aa3c37edb9a20d174194f813337..fb72f814aece3642e85e0922610e36505d0a6107 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index 338c9433d5588a37463a3678aa9c14697c5e7b10..e8a439f48a372bcbd439c529d2695a18b7d2cfef 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -562,7 +562,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -745,7 +745,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -787,8 +787,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +925,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +943,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +965,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +981,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1363,7 +1363,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1381,8 +1381,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index 6b27ae2113c270adf5d37b9bf3eb38a254913569..65e749e223b9befcc9995b320125bd16074f6f34 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 52bdc4667863e54a343d6db727738c2005bcf050..412e596727cdf54c1a303b7df24d0b085093a9fb 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index a43ae26166d318df0f12e208e9b1f118fbec9b40..c791dbdbce8e661bf51f49d2a912a0a4d0ebec8b 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 30dd9326434c30c51b18e507a92dd95dc46bc2ee..2d87e74e1b9ebcb2115a8cca0eade6101a47b7d4 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 5a3fbe5924de0c61cab136ad6c5ea82e20ec9255..ce4982c895f0cddb1cea3c16f13eca34bc52b449 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index 79853ff97639953a855f8d1991db2b14afbc7991..657bdfeaf0e30134cfbeeea81e1fba1367c0d03f 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index cb013ac630b1f6e6a51a404d7b305531bedfbbf5..e8e7e1751127551cd44437773dcf79ab65113f95 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index 0e6165eceee5a41483c37ebffff9eec70a49a24e..376982a3a3fc53d2ca6001242913e129dbad6d26 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 873cf862e1c6575889c911dcdf44f560b9cca013..4b57498593c523bd7efe322dcd847064a74c4328 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 0b14cc938ae7f5cb632c8a6a77066cb7789c8de8..8e6067a5b2ea3922e1e8a0f4c31919b13abd91a5 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -612,7 +612,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index 9aa22f9c2eb49d5ffd7e25cedb52a20058182e94..e7e85f5ff3e35e637f42f66282e92303bdf265c4 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index 63acdda854f0d218ea3a0399569b3879fa258ddc..b0c150a54e36fed2ce226d0ec1d134810eff9a01 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index e54d59fb93fa1530af3289011ddc98c8321fd9a1..b536771419b9f6c62d58bd0ccb6ed5ceb767482f 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -914,15 +914,15 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 72a85e494cce1cf66b77d19d78ce4cb7cbc245f0..88e805757463725e4009a0e5faf43a5d8d2ecb14 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-24", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-24", "period": "2024", "status": "derived", @@ -964,7 +964,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2026-08-24", "period": "2024", "status": "observed", @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index dc886f21514b3a2e67fb59137b8800b253e42611..25066f47df68d7eb005c3e584a97f7f804d58643 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index b975fd4c065c7e3b4fd8dbd6a43e0d45d555546d..9d3fac869c2d47897960378c82a6d2dd770ba094 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index aa12c0f4d628b8874dfe9f0ce7333c107250c6a2..5ad54c2a12e859f46e8a84c192c0bf0ba22de5bc 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index da1f72c9449cefebcd49485d5d38ebf28026a9f3..99604a67d7ca15bfe20937c40307ccdb971cc715 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,8 +984,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index 0f2b918c924db7f9055699b0fe9bf45283a53782..d33cd14988e29a12fdb8a9411f42d59e9d79cb76 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -64,10 +64,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -147,7 +147,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -191,7 +191,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023Q4", "status": "derived", @@ -212,7 +212,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -256,7 +256,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -277,7 +277,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -321,7 +321,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -342,7 +342,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017Q4", @@ -386,7 +386,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -672,13 +672,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index e54d7e495775772db918adbf9e8a788265256705..ca0d807cdf0f941aa64ae9c469fc06fd98c204ba 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 533f571ede00c66017b347d0d0c8411985412412..5dc1bb5669da490493a1c3b24bd39a856b55c8c9 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -920,8 +920,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -965,17 +965,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -985,7 +985,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1042,7 +1042,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1051,7 +1051,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 0a9dfcb7e9c6a97ac16ad65866eb696dc8fcd8dd..0fd3b7816cf7fc2f7bae8e4098de38b1433dc2a6 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -830,7 +830,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -895,7 +895,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index a3c73c88bd948d808f9c7ac36f04ae98f7989e6e..79a7c61ed220cb28522dc3f6abb8825dc722cb69 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index 1d4c70fda02271c304c12f4db9e7f89c5460dde2..5971e1112c6f3123e8ca64ceae62d9b9b56747ff 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 60c7599d85765ffa2ffb1f78054e148aa740e6d0..7d8bbde8184746299113ab344ad94faccbc85009 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 791766ff62bb2a3307b830e619df02b00165121a..8273495d251c76979a2be2cdce779b443a4787f2 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": "2023", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-28", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-28" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "partial", "conclusion": { @@ -905,8 +905,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -936,10 +936,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-28", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-28", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-28" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index dc4b61fd972d0bf5167135ae3c72fdca0a3ec823..d570476bda3e4ef72dc1557992b74e81f30dfb98 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -1000,19 +1000,19 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,88 +1402,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4698fa78fc53", - "target": "950190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-09-20", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-09-20", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.49 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index c438f8cf9f58f9fa9c2027a8c216ac6603bae275..804120a7af4cd1378dd1b11eec1bfb261942feaa 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index 6a72c688396c4c71b28f946960c86f0bab5f58e6..c8ad224bf1e66a21e61ddbdc4eb7c9f030a2f845 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,16 +20,17 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -37,17 +38,18 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, - "period": "2025", - "knowledgeBoundary": "2026-09-20" + "period": "2026", + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -83,12 +85,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 37.98, + "value": 46.25, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -109,16 +111,17 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -126,14 +129,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -154,16 +158,17 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026", "earliestPeriod": "2021", "periods": [ "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ @@ -171,14 +176,15 @@ "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", "status": "derived", @@ -392,12 +398,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 37.98, + "value": 46.25, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -431,18 +437,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2024", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.07, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.61, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -499,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -518,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -537,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -556,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -625,15 +631,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.07, + "grade": "dCR-BBB-", + "score": 28.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.47, + "grade": "dCR-BBB-", + "score": 29.02, "assumptions": { "scenarioStress": "moderate" } @@ -659,6 +665,12 @@ "narratives" ], "gradeHistory": [ + { + "period": "2026", + "score": 27.89, + "grade": "BBB-", + "pdEstimate": 0.4 + }, { "period": "2025", "score": 16.8, @@ -692,12 +704,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -712,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -839,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -871,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -891,8 +902,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -911,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -979,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -998,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1021,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1029,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index bf5bc0298425f651c42efb41bebb0a97af2be86c..8a89e7167121186e45bfc0dd3c7dc735f713f414 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-17", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index 3d1ac8f21a517912ebd5d6398f51a1c9c4120498..aa02e1294deeec2e043550859e027581b4d88f2e 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", + "asOf": "2026-09-27", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-09-20" + "retrievedAt": "2026-09-27" }, "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-23", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-18", + "observedAt": "2026-09-23", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-09-20", - "dataAsOf": "2026-09-18", + "asOf": "2026-09-27", + "dataAsOf": "2026-09-24", "period": null, - "knowledgeBoundary": "2026-09-20" + "knowledgeBoundary": "2026-09-27" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 2.7, + "value": 2.8, "unit": "%p", - "signal": "flat", - "change": 0.0, + "signal": "rising", + "change": 0.06999999999999984, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.02, + "value": 96.41, "unit": "$", - "signal": "rising", - "change": 4.599999999999994, + "signal": "falling", + "change": -0.5600000000000023, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1383.3, + "value": 1366.0, "unit": "원", "signal": "rising", - "change": 1.099999999999909, + "change": 7.599999999999909, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-09-17", + "observedAt": "2026-09-24", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-09-15", + "observedAt": "2026-09-22", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-09-18", + "observedAt": "2026-09-24", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 579fbdd063b0c17f59b09c66929eb3722fae6556..aac3bbd4aa914fafa911c1ff3584235ece0dfd56 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,10 +1,10 @@ { "schemaVersion": 1, - "requested": 2858, - "covered": 2858, - "published": 2841, + "requested": 2862, + "covered": 2862, + "published": 2842, "coverageRate": 1.0, - "successRate": 0.9941, + "successRate": 0.993, "shardCount": 24, "companies": [ { @@ -128,469 +128,484 @@ "path": "014990.json" }, { - "target": "016600", - "productCount": 5, - "path": "016600.json" + "target": "0165X0", + "productCount": 4, + "path": "0165X0.json" }, { - "target": "017860", + "target": "017810", "productCount": 5, - "path": "017860.json" + "path": "017810.json" }, { - "target": "019540", + "target": "019490", "productCount": 5, - "path": "019540.json" + "path": "019490.json" }, { - "target": "024070", - "productCount": 5, - "path": "024070.json" + "target": "021880", + "productCount": 4, + "path": "021880.json" }, { - "target": "025620", + "target": "023960", "productCount": 5, - "path": "025620.json" + "path": "023960.json" }, { - "target": "027830", + "target": "025550", "productCount": 5, - "path": "027830.json" + "path": "025550.json" }, { - "target": "031310", + "target": "027710", "productCount": 5, - "path": "031310.json" + "path": "027710.json" }, { - "target": "032790", + "target": "030960", "productCount": 5, - "path": "032790.json" + "path": "030960.json" }, { - "target": "033430", - "productCount": 4, - "path": "033430.json" + "target": "032710", + "productCount": 5, + "path": "032710.json" }, { - "target": "034950", + "target": "033320", "productCount": 5, - "path": "034950.json" + "path": "033320.json" }, { - "target": "036170", + "target": "034830", "productCount": 5, - "path": "036170.json" + "path": "034830.json" }, { - "target": "037030", + "target": "036090", "productCount": 5, - "path": "037030.json" + "path": "036090.json" }, { - "target": "038460", + "target": "036890", "productCount": 5, - "path": "038460.json" + "path": "036890.json" }, { - "target": "039670", + "target": "038340", "productCount": 5, - "path": "039670.json" + "path": "038340.json" }, { - "target": "041930", + "target": "039570", "productCount": 5, - "path": "041930.json" + "path": "039570.json" }, { - "target": "043590", + "target": "041910", "productCount": 5, - "path": "043590.json" + "path": "041910.json" }, { - "target": "045970", + "target": "043360", "productCount": 5, - "path": "045970.json" + "path": "043360.json" }, { - "target": "048430", + "target": "045520", "productCount": 5, - "path": 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"path": "460850.json" + "path": "459100.json" }, { - "target": "465320", + "target": "464490", "productCount": 5, - "path": "465320.json" + "path": "464490.json" }, { - "target": "474170", + "target": "473000", "productCount": 5, - "path": "474170.json" + "path": "473000.json" }, { - "target": "477380", + "target": "476060", "productCount": 5, - "path": "477380.json" + "path": "476060.json" }, { - "target": "484810", + "target": "483650", "productCount": 5, - "path": "484810.json" + "path": "483650.json" }, { - "target": "493790", + "target": "491000", "productCount": 5, - "path": "493790.json" + "path": "491000.json" }, { - "target": "950210", + "target": "950160", "productCount": 5, - "path": "950210.json" + "path": "950160.json" }, { "target": "000370", @@ -13733,484 +13743,479 @@ "path": "014970.json" }, { - "target": "0165X0", - "productCount": 4, - "path": "0165X0.json" - }, - { - "target": "017810", + "target": "016590", "productCount": 5, - "path": "017810.json" + "path": "016590.json" }, { - "target": "019490", + "target": "017800", "productCount": 5, - "path": "019490.json" + "path": "017800.json" }, { - "target": "021880", - "productCount": 4, - "path": "021880.json" + "target": "019440", + "productCount": 5, + "path": "019440.json" }, { - "target": "024060", + "target": "021820", "productCount": 5, - "path": "024060.json" + "path": "021820.json" }, { - "target": "025560", + "target": "023910", "productCount": 5, - "path": "025560.json" + "path": "023910.json" }, { - "target": "027740", + "target": "025540", "productCount": 5, - "path": "027740.json" + "path": "025540.json" }, { - "target": "031210", + "target": "027580", "productCount": 5, - "path": "031210.json" + "path": "027580.json" }, { - "target": "032750", + "target": "030720", "productCount": 5, - "path": "032750.json" + "path": "030720.json" }, { - "target": "033340", + "target": "032680", "productCount": 5, - "path": "033340.json" + "path": "032680.json" }, { - "target": "034940", + "target": "033310", "productCount": 5, - "path": "034940.json" + "path": "033310.json" }, { - "target": "036120", + "target": "034810", "productCount": 5, - "path": "036120.json" + "path": "034810.json" }, { - "target": "036930", + "target": "036030", "productCount": 5, - "path": "036930.json" + "path": "036030.json" }, { - "target": "038390", + "target": "036830", "productCount": 5, - "path": "038390.json" + "path": "036830.json" }, { - "target": "039610", + "target": "038290", "productCount": 5, - "path": "039610.json" + "path": "038290.json" }, { - "target": "041920", + "target": "039560", "productCount": 5, - "path": "041920.json" + "path": "039560.json" }, { - "target": "043370", + "target": "041830", "productCount": 5, - "path": "043370.json" + "path": "041830.json" }, { - "target": "045660", + "target": "043340", "productCount": 5, - "path": "045660.json" + "path": "043340.json" }, { - "target": "048410", + "target": "045510", "productCount": 5, - "path": "048410.json" + "path": "045510.json" }, { - "target": "049950", + "target": "047920", "productCount": 5, - "path": "049950.json" + "path": "047920.json" }, { - "target": "052020", + "target": "049800", "productCount": 5, - "path": "052020.json" + "path": "049800.json" }, { - "target": "053260", + "target": "051910", "productCount": 5, - "path": "053260.json" + "path": "051910.json" }, { - "target": "054450", + "target": "053160", "productCount": 5, - "path": "054450.json" + "path": "053160.json" }, { - "target": "058110", + "target": "054340", "productCount": 5, - "path": "058110.json" + "path": "054340.json" }, { - "target": "060250", + "target": "057680", "productCount": 5, - "path": "060250.json" + "path": "057680.json" }, { - "target": "063080", + "target": "060230", "productCount": 5, - "path": "063080.json" + "path": "060230.json" }, { - "target": "065170", + "target": "062860", "productCount": 5, - "path": "065170.json" + "path": "062860.json" }, { - "target": "066430", + "target": "065130", "productCount": 5, - "path": "066430.json" + "path": "065130.json" }, { - "target": "067730", + "target": "066360", "productCount": 5, - "path": "067730.json" + "path": "066360.json" }, { - "target": "069410", + "target": "067570", "productCount": 5, - "path": "069410.json" + "path": "067570.json" }, { - "target": "072020", + "target": "069260", "productCount": 5, - "path": "072020.json" + "path": "069260.json" }, { - "target": "075970", + "target": "071950", "productCount": 5, - "path": "075970.json" + "path": "071950.json" }, { - "target": "079190", + "target": "075180", "productCount": 5, - "path": "079190.json" + "path": "075180.json" }, { - "target": "081580", + "target": "079160", "productCount": 5, - "path": "081580.json" + "path": "079160.json" }, { - "target": "084180", + "target": "081150", "productCount": 5, - "path": "084180.json" + "path": "081150.json" }, { - "target": "086670", + "target": "084010", "productCount": 5, - "path": "086670.json" + "path": "084010.json" }, { - "target": "089140", + "target": "086450", "productCount": 5, - "path": "089140.json" + "path": "086450.json" }, { - "target": "090850", + "target": "089010", "productCount": 5, - "path": "090850.json" + "path": "089010.json" }, { - "target": "092870", + "target": "090710", "productCount": 5, - "path": "092870.json" + "path": "090710.json" }, { - "target": "095340", + "target": "092780", "productCount": 5, - "path": "095340.json" + "path": "092780.json" }, { - "target": "097870", + "target": "095190", "productCount": 5, - "path": "097870.json" + "path": "095190.json" }, { - "target": "100790", + "target": "097780", "productCount": 5, - "path": "100790.json" + "path": "097780.json" }, { - "target": "102710", + "target": "100660", "productCount": 5, - "path": "102710.json" + "path": "100660.json" }, { - "target": "106190", + "target": "102370", "productCount": 5, - "path": "106190.json" + "path": "102370.json" }, { - "target": "111380", + "target": "105840", "productCount": 5, - "path": "111380.json" + "path": "105840.json" }, { - "target": "115530", + "target": "110990", "productCount": 5, - "path": "115530.json" + "path": "110990.json" }, { - "target": "122640", + "target": "115480", "productCount": 5, - "path": "122640.json" + "path": "115480.json" }, { - "target": "126560", + "target": "122350", "productCount": 5, - "path": "126560.json" + "path": "122350.json" }, { - "target": "131100", + "target": "125490", "productCount": 5, - "path": "131100.json" + "path": "125490.json" }, { - "target": "137400", + "target": "131030", "productCount": 5, - "path": "137400.json" + "path": "131030.json" }, { - "target": "142210", + "target": "137080", "productCount": 5, - "path": "142210.json" + "path": "137080.json" }, { - "target": "149950", + "target": "141000", "productCount": 5, - "path": "149950.json" + "path": "141000.json" }, { - "target": "161000", + "target": "148780", "productCount": 5, - "path": "161000.json" + "path": "148780.json" }, { - "target": "174880", + "target": "160600", "productCount": 5, - "path": "174880.json" + "path": "160600.json" }, { - "target": "183350", - "productCount": 4, - "path": "183350.json" + "target": "173130", + "productCount": 5, + "path": "173130.json" }, { - "target": "191600", - "productCount": 4, - "path": "191600.json" + "target": "182400", + "productCount": 5, + "path": "182400.json" }, { - "target": "196490", + "target": "190650", "productCount": 5, - "path": "196490.json" + "path": "190650.json" }, { - "target": "203690", + "target": "196170", "productCount": 5, - "path": "203690.json" + "path": "196170.json" }, { - "target": "208860", + "target": "203400", "productCount": 5, - "path": "208860.json" + "path": "203400.json" }, { - "target": "214610", + "target": "208370", "productCount": 5, - "path": "214610.json" + "path": "208370.json" }, { - "target": "217880", - "productCount": 4, - "path": "217880.json" + "target": "214420", + "productCount": 5, + "path": "214420.json" }, { - "target": "224060", + "target": "217620", "productCount": 5, - "path": "224060.json" + "path": "217620.json" }, { - "target": "229000", + "target": "222980", "productCount": 5, - "path": "229000.json" + "path": "222980.json" }, { - "target": "238090", + "target": "228670", "productCount": 5, - "path": "238090.json" + "path": "228670.json" }, { - "target": "244460", + "target": "237750", "productCount": 5, - "path": "244460.json" + "path": "237750.json" }, { - "target": "253450", + "target": "242040", "productCount": 5, - "path": "253450.json" + "path": "242040.json" }, { - "target": "261780", + "target": "251970", "productCount": 5, - "path": "261780.json" + "path": "251970.json" }, { - "target": "267080", + "target": "260970", "productCount": 5, - "path": "267080.json" + "path": "260970.json" }, { - "target": "273640", + "target": "265740", "productCount": 5, - "path": "273640.json" + "path": "265740.json" }, { - "target": "284740", + "target": "272450", "productCount": 5, - "path": "284740.json" + "path": "272450.json" }, { - "target": "290670", + "target": "282720", "productCount": 5, - "path": "290670.json" + "path": "282720.json" }, { - "target": "298040", + "target": "290560", "productCount": 5, - "path": "298040.json" + "path": "290560.json" }, { - "target": "304840", + "target": "297890", "productCount": 5, - "path": "304840.json" + "path": "297890.json" }, { - "target": "311690", + "target": "303810", "productCount": 5, - "path": "311690.json" + "path": "303810.json" }, { - "target": "318060", - "productCount": 5, - "path": "318060.json" + "target": "311060", + "productCount": 4, + "path": "311060.json" }, { - "target": "330350", + "target": "318000", "productCount": 5, - "path": "330350.json" + "path": "318000.json" }, { - "target": "337930", + "target": "328130", "productCount": 5, - "path": "337930.json" + "path": "328130.json" }, { - "target": "348030", + "target": "336370", "productCount": 5, - "path": "348030.json" + "path": "336370.json" }, { - "target": "354200", + "target": "347850", "productCount": 5, - "path": "354200.json" + "path": "347850.json" }, { - "target": "362320", + "target": "353200", "productCount": 5, - "path": "362320.json" + "path": "353200.json" }, { - "target": "372910", + "target": "361570", "productCount": 5, - "path": "372910.json" + "path": "361570.json" }, { - "target": "378800", + "target": "372170", "productCount": 5, - "path": "378800.json" + "path": "372170.json" }, { - "target": "389020", + "target": "377480", "productCount": 5, - "path": "389020.json" + "path": "377480.json" }, { - "target": "400760", - "productCount": 3, - "path": "400760.json" + "target": "388610", + "productCount": 5, + "path": "388610.json" }, { - "target": "415380", + "target": "397030", "productCount": 5, - "path": "415380.json" + "path": "397030.json" }, { - "target": "420770", + "target": "412540", "productCount": 5, - "path": "420770.json" + "path": "412540.json" }, { - "target": "440290", + "target": "419120", "productCount": 5, - "path": "440290.json" + "path": "419120.json" }, { - "target": "450520", + "target": "439260", "productCount": 5, - "path": "450520.json" + "path": "439260.json" }, { - "target": "455250", + "target": "450050", "productCount": 4, - "path": "455250.json" + "path": "450050.json" }, { - "target": "460860", + "target": "453450", "productCount": 5, - "path": "460860.json" + "path": "453450.json" }, { - "target": "465480", + "target": "459510", "productCount": 5, - "path": "465480.json" + "path": "459510.json" }, { - "target": "474490", + "target": "464500", "productCount": 5, - "path": "474490.json" + "path": "464500.json" }, { - "target": "477470", + "target": "473050", "productCount": 5, - "path": "477470.json" + "path": "473050.json" }, { - "target": "484870", + "target": "476080", "productCount": 5, - "path": "484870.json" + "path": "476080.json" }, { - "target": "494120", + "target": "484120", "productCount": 5, - "path": "494120.json" + "path": "484120.json" }, { - "target": "950220", + "target": "492220", "productCount": 5, - "path": "950220.json" + "path": "492220.json" } ], "failures": [ @@ -14219,6 +14224,16 @@ "error": "ValueError: '0218L0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0218L0\n • 종목 검색:", "path": "0218L0.json" }, + { + "target": "0030R0", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "0030R0.json" + }, + { + "target": "0220W0", + "error": "ValueError: '0220W0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0220W0\n • 종목 검색:", + "path": "0220W0.json" + }, { "target": "338100", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14229,25 +14244,20 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "950250.json" }, - { - "target": "0030R0", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "0030R0.json" - }, { "target": "093380", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "093380.json" }, { - "target": "417310", + "target": "004310", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "417310.json" + "path": "004310.json" }, { - "target": "451800", + "target": "089890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "451800.json" + "path": "089890.json" }, { "target": "357120", @@ -14255,19 +14265,19 @@ "path": "357120.json" }, { - "target": "089890", + "target": "417310", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "089890.json" + "path": "417310.json" }, { - "target": "365550", + "target": "451800", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "365550.json" + "path": "451800.json" }, { - "target": "004310", + "target": "365550", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "004310.json" + "path": "365550.json" }, { "target": "357250", @@ -14284,11 +14294,21 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "481850.json" }, + { + "target": "0161M0", + "error": "ValueError: '0161M0' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 0161M0\n • 종목 검색:", + "path": "0161M0.json" + }, { "target": "334890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "334890.json" }, + { + "target": "386380", + "error": "ValueError: '386380' 데이터를 찾을 수 없습니다.\n\n • 종목코드가 올바른지 확인하세요 (6자리, 예: '005930')\n • 비상장 또는 dartlab 데이터셋에 미포함 종목일 수 있습니다\n • 인터넷 연결을 확인하세요 (첫 사용 시 자동 다운로드 필요)\n • DART API 키를 설정하면 직접 수집할 수 있습니다:\n dartlab setup dart-key\n dartlab collect 386380\n • 종목 검색:", + "path": "386380.json" + }, { "target": "448730", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.",